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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
Holders
270
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
CPG
151
Cornerstone Planning Group
New Jersey
$442K
EPW
152
Endeavor Private Wealth
Kansas
$438K
HI
153
Harbour Investments
Wisconsin
$436K
KW
154
KWB Wealth
California
$436K
AM
155
AGF Management
Ontario, Canada
$431K
SFMG
156
Sage Financial Management Group
Virginia
$422K
OIA
157
OneDigital Investment Advisors
Kansas
$416K
HPM
158
Hoxton Planning & Management
West Virginia
$409K
AC
159
Attessa Capital
Arizona
$406K
CAG
160
Curtis Advisory Group
California
$398K
EL
161
EQ LLC
Washington
$393K
MWM
162
MBE Wealth Management
Wisconsin
$387K
TIM
163
Tortoise Investment Management
New York
$382K
SPAS
164
Spectrum Planning & Advisory Services
California
$376K
TWP
165
Tempus Wealth Planning
California
$361K
BFG
166
Beacon Financial Group
Texas
$360K
PWM
167
Penobscot Wealth Management
Maine
$358K
CCA
168
Cora Capital Advisors
New Jersey
$356K
US Bancorp
169
US Bancorp
Minnesota
$355K
Stifel Financial
170
Stifel Financial
Missouri
$350K
AFA
171
Alpha Financial Advisors
North Carolina
$332K
PWA
172
Physician Wealth Advisors
Utah
$330K
CAAS
173
Capital Asset Advisory Services
Michigan
$327K
FIT
174
Financially in Tune
Massachusetts
$323K
MIA
175
Milestone Investment Advisors
Wisconsin
$317K