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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 reducing their positions, and 20 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
151
OneDigital Investment Advisors
Kansas
$427K
TIM
152
Tortoise Investment Management
New York
$416K
SPAS
153
Spectrum Planning & Advisory Services
California
$413K
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$404K
TWP
155
Tempus Wealth Planning
California
$391K
SAI
156
Savvy Advisors Inc
New York
$390K
EPW
157
Endeavor Private Wealth
Kansas
$378K
Stifel Financial
158
Stifel Financial
Missouri
$378K
AG
159
Ascent Group
Virginia
$369K
AA
160
Alesco Advisors
New York
$366K
Betterment LLC
161
Betterment LLC
New York
$363K
CAG
162
Curtis Advisory Group
California
$363K
DAS
163
Diversify Advisory Services
Utah
$358K
BFG
164
Beacon Financial Group
Texas
$351K
BFG
165
Buttonwood Financial Group
Missouri
$350K
US Bancorp
166
US Bancorp
Minnesota
$338K
AFA
167
Alpha Financial Advisors
North Carolina
$334K
PWM
168
Penobscot Wealth Management
Maine
$330K
MIA
169
Milestone Investment Advisors
Wisconsin
$330K
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$317K
HPM
171
Hoxton Planning & Management
West Virginia
$315K
HI
172
Harbour Investments
Wisconsin
$313K
EWM
173
Elmwood Wealth Management
California
$305K
SIM
174
Stratos Investment Management
Ohio
$303K
ZIM
175
Zacks Investment Management
Illinois
$299K