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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
EWA
151
EverSource Wealth Advisors
Alabama
$437K -$143K -2,555 -25%
AC
152
Attessa Capital
Arizona
$429K -$13.6K -243 -3%
OIA
153
OneDigital Investment Advisors
Kansas
$427K -$66.5K -1,192 -14%
TIM
154
Tortoise Investment Management
New York
$416K
SPAS
155
Spectrum Planning & Advisory Services
California
$413K -$2.12K -38 -0.5%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$404K -$970K -17,387 -71%
TWP
157
Tempus Wealth Planning
California
$391K -$22.9K -410 -6%
SAI
158
Savvy Advisors Inc
New York
$390K -$19.7K -354 -5%
EPW
159
Endeavor Private Wealth
Kansas
$378K +$41.3K +740 +13%
Stifel Financial
160
Stifel Financial
Missouri
$378K +$56 +1 +0%
AG
161
Ascent Group
Virginia
$369K -$117K -2,093 -25%
AA
162
Alesco Advisors
New York
$366K
Betterment LLC
163
Betterment LLC
New York
$363K -$32.1K -575 -8%
CAG
164
Curtis Advisory Group
California
$363K -$185K -3,322 -34%
DAS
165
Diversify Advisory Services
Utah
$358K -$181K -3,253 -35%
BFG
166
Beacon Financial Group
Texas
$351K -$2.96K -53 -0.9%
BFG
167
Buttonwood Financial Group
Missouri
$350K -$104K -1,857 -23%
US Bancorp
168
US Bancorp
Minnesota
$338K
AFA
169
Alpha Financial Advisors
North Carolina
$334K +$725 +13 +0.2%
PWM
170
Penobscot Wealth Management
Maine
$330K +$321K +5,753 New
MIA
171
Milestone Investment Advisors
Wisconsin
$330K -$279 -5 -0.1%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$51.8K -929 -14%
HPM
173
Hoxton Planning & Management
West Virginia
$315K -$77.9K -1,396 -20%
KP
174
Keel Point
Alabama
$313K
HI
175
Harbour Investments
Wisconsin
$313K -$51.4K -922 -14%