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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 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: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
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
JFG
126
JMG Financial Group
Illinois
$627K
FHA
127
First Horizon Advisors
Tennessee
$625K
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$617K
VWM
129
Venturi Wealth Management
Texas
$606K
CW
130
CreativeOne Wealth
Kansas
$596K
CA
131
CoreCap Advisors
Michigan
$589K
WWG
132
West Wealth Group
California
$584K
EWA
133
EverSource Wealth Advisors
Alabama
$549K
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$545K
UBS Group
135
UBS Group
Switzerland
$530K
DAS
136
Diversify Advisory Services
Utah
$524K
AI
137
Atria Investments
North Carolina
$523K
CAG
138
Curtis Advisory Group
California
$521K
EL
139
EQ LLC
Washington
$515K
IAIM
140
International Assets Investment Management
Florida
$508K
PWA
141
Physician Wealth Advisors
Utah
$499K
KIM
142
Kestra Investment Management
Texas
$497K
KPWS
143
Kestra Private Wealth Services
Texas
$496K
SB
144
Strategic Blueprint
Georgia
$493K
LWA
145
Lifelong Wealth Advisors
Minnesota
$475K
FIM
146
Freedom Investment Management
Connecticut
$470K
OIA
147
OneDigital Investment Advisors
Kansas
$466K
AG
148
Ascent Group
Virginia
$460K
AA
149
Armis Advisers
Georgia
$455K
SVWAG
150
Sound View Wealth Advisors Group
Georgia
$443K