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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$612K -$13.6K -244 -2%
Ameriprise
127
Ameriprise
Minnesota
$597K +$581K +10,421 New
GWMR
128
GC Wealth Management RIA
Massachusetts
$594K +$578K +10,360 New
WWG
129
West Wealth Group
California
$590K -$9.82K -176 -2%
CW
130
CreativeOne Wealth
Kansas
$573K -$58.7K -1,053 -10%
MWM
131
MBE Wealth Management
Wisconsin
$558K -$118K -2,111 -18%
UBS Group
132
UBS Group
Switzerland
$551K -$11.3K -203 -2%
EL
133
EQ LLC
Washington
$547K -$279 -5 -0.1%
AM
134
AGF Management
Ontario, Canada
$539K +$151K +2,700 +40%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$532K -$321K -5,763 -38%
PWA
136
Physician Wealth Advisors
Utah
$530K
WFS
137
WealthGarden F.S.
California
$519K -$137K -2,447 -21%
IAIM
138
International Assets Investment Management
Florida
$506K
LIA
139
LifePlan Investment Advisors
North Carolina
$504K -$187K -3,361 -28%
LWA
140
Lifelong Wealth Advisors
Minnesota
$502K -$2.57K -46 -0.5%
SVWAG
141
Sound View Wealth Advisors Group
Georgia
$471K
TF
142
Theory Financial
Colorado
$465K -$229K -4,104 -34%
AI
143
Atria Investments
North Carolina
$463K -$90.4K -1,620 -17%
SB
144
Strategic Blueprint
Georgia
$460K -$61.5K -1,103 -12%
PAG
145
Private Advisor Group
New Jersey
$458K -$8.76K -157 -2%
VA
146
Valmark Advisers
Ohio
$458K -$8.2K -147 -2%
CC
147
Copperleaf Capital
North Carolina
$455K -$348K -6,245 -44%
SFMG
148
Sage Financial Management Group
Virginia
$452K
KW
149
KWB Wealth
California
$443K +$5.75K +103 +1%
RFP
150
RCS Financial Planning
Maryland
$441K +$430K +7,703 New