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iShares ESG Advanced MSCI USA ETF

256 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 22 funds opening new positions, 59 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.06% less ownership

Funds ownership: 77.35%74.29% (-3.1%)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
256
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
EWA
151
EverSource Wealth Advisors
Alabama
$437K
AC
152
Attessa Capital
Arizona
$429K
OIA
153
OneDigital Investment Advisors
Kansas
$427K
TIM
154
Tortoise Investment Management
New York
$416K
SPAS
155
Spectrum Planning & Advisory Services
California
$413K
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$404K
TWP
157
Tempus Wealth Planning
California
$391K
SAI
158
Savvy Advisors Inc
New York
$390K
EPW
159
Endeavor Private Wealth
Kansas
$378K
Stifel Financial
160
Stifel Financial
Missouri
$378K
AG
161
Ascent Group
Virginia
$369K
AA
162
Alesco Advisors
New York
$366K
Betterment LLC
163
Betterment LLC
New York
$363K
CAG
164
Curtis Advisory Group
California
$363K
DAS
165
Diversify Advisory Services
Utah
$358K
BFG
166
Beacon Financial Group
Texas
$351K
BFG
167
Buttonwood Financial Group
Missouri
$350K
US Bancorp
168
US Bancorp
Minnesota
$338K
AFA
169
Alpha Financial Advisors
North Carolina
$334K
PWM
170
Penobscot Wealth Management
Maine
$330K
MIA
171
Milestone Investment Advisors
Wisconsin
$330K
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$317K
HPM
173
Hoxton Planning & Management
West Virginia
$315K
KP
174
Keel Point
Alabama
$313K
HI
175
Harbour Investments
Wisconsin
$313K