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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
151
Cornerstone Planning Group
New Jersey
$442K +$375K +6,490 +1,399%
EPW
152
Endeavor Private Wealth
Kansas
$438K +$146K +2,531 +47%
HI
153
Harbour Investments
Wisconsin
$436K +$204K +3,528 +81%
KW
154
KWB Wealth
California
$436K -$34.7K -600 -7%
AM
155
AGF Management
Ontario, Canada
$431K -$34.7K -600 -7%
SFMG
156
Sage Financial Management Group
Virginia
$422K
OIA
157
OneDigital Investment Advisors
Kansas
$416K +$18K +311 +4%
HPM
158
Hoxton Planning & Management
West Virginia
$409K +$69.7K +1,205 +19%
AC
159
Attessa Capital
Arizona
$406K -$28.7K -496 -6%
CAG
160
Curtis Advisory Group
California
$398K +$51.4K +888 +14%
EL
161
EQ LLC
Washington
$393K +$39K +674 +10%
MWM
162
MBE Wealth Management
Wisconsin
$387K -$89.2K -1,541 -18%
TIM
163
Tortoise Investment Management
New York
$382K +$868 +15 +0.2%
SPAS
164
Spectrum Planning & Advisory Services
California
$376K -$21.4K -370 -5%
TWP
165
Tempus Wealth Planning
California
$361K -$7.29K -126 -2%
BFG
166
Beacon Financial Group
Texas
$360K +$22.2K +383 +6%
PWM
167
Penobscot Wealth Management
Maine
$358K +$31.2K +539 +9%
CCA
168
Cora Capital Advisors
New Jersey
$356K
US Bancorp
169
US Bancorp
Minnesota
$355K -$49.4K -853 -12%
Stifel Financial
170
Stifel Financial
Missouri
$350K -$14.8K -256 -4%
AFA
171
Alpha Financial Advisors
North Carolina
$332K +$752 +13 +0.2%
PWA
172
Physician Wealth Advisors
Utah
$330K -$143K -2,478 -29%
CAAS
173
Capital Asset Advisory Services
Michigan
$327K +$19.3K +334 +7%
FIT
174
Financially in Tune
Massachusetts
$323K +$3.18K +55 +0.9%
MIA
175
Milestone Investment Advisors
Wisconsin
$317K -$521 -9 -0.2%