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iShares ESG Advanced MSCI USA ETF

274 hedge funds and large institutions have $904M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
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
WWG
126
West Wealth Group
California
$587K
Jane Street
127
Jane Street
New York
$578K
OWCM
128
One Wealth Capital Management
Arizona
$563K
KFSC
129
Keystone Financial Services (Colorado)
Colorado
$560K
UBS Group
130
UBS Group
Switzerland
$559K
IAIM
131
International Assets Investment Management
Florida
$555K
LIA
132
LifePlan Investment Advisors
North Carolina
$544K
ASN
133
Advisory Services Network
Georgia
$528K
WFS
134
WealthGarden F.S.
California
$515K
OCA
135
OpenArc Corporate Advisory
Georgia
$512K
RFP
136
RCS Financial Planning
Maryland
$510K
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$504K
DIA
138
Dana Investment Advisors
Wisconsin
$498K
AI
139
Atria Investments
North Carolina
$496K
MWM
140
MBE Wealth Management
Wisconsin
$493K
PWA
141
Physician Wealth Advisors
Utah
$487K
TF
142
Theory Financial
Colorado
$486K
AM
143
AGF Management
Ontario, Canada
$484K
LWA
144
Lifelong Wealth Advisors
Minnesota
$481K
SVWAG
145
Sound View Wealth Advisors Group
Georgia
$473K
KW
146
KWB Wealth
California
$471K
VA
147
Valmark Advisers
Ohio
$460K
AIM
148
Archer Investment Management
Texas
$459K
EWA
149
EverSource Wealth Advisors
Alabama
$457K
DWM
150
Diversify Wealth Management
Utah
$452K