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iShares ESG Advanced MSCI USA ETF

264 hedge funds and large institutions have $938M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 140 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $958M → $938M (-$20.1M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
264
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFS
126
WealthGarden F.S.
California
$635K
JFG
127
JMG Financial Group
Illinois
$627K
FHA
128
First Horizon Advisors
Tennessee
$625K
OSAM
129
O'Shaughnessy Asset Management
Connecticut
$617K
VWM
130
Venturi Wealth Management
Texas
$606K
CW
131
CreativeOne Wealth
Kansas
$596K
CA
132
CoreCap Advisors
Michigan
$589K
WWG
133
West Wealth Group
California
$584K
EWA
134
EverSource Wealth Advisors
Alabama
$549K
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$545K
UBS Group
136
UBS Group
Switzerland
$530K
DAS
137
Diversify Advisory Services
Utah
$524K
AI
138
Atria Investments
North Carolina
$523K
CAG
139
Curtis Advisory Group
California
$521K
EL
140
EQ LLC
Washington
$515K
IAIM
141
International Assets Investment Management
Florida
$508K
PWA
142
Physician Wealth Advisors
Utah
$499K
KIM
143
Kestra Investment Management
Texas
$497K
KPWS
144
Kestra Private Wealth Services
Texas
$496K
SB
145
Strategic Blueprint
Georgia
$493K
LWA
146
Lifelong Wealth Advisors
Minnesota
$475K
FIM
147
Freedom Investment Management
Connecticut
$470K
OIA
148
OneDigital Investment Advisors
Kansas
$466K
AG
149
Ascent Group
Virginia
$460K
AA
150
Armis Advisers
Georgia
$455K