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iShares ESG Advanced MSCI USA ETF

278 hedge funds and large institutions have $906M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 89 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
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
AC
151
Attessa Capital
Arizona
$452K
PAG
152
Private Advisor Group
New Jersey
$447K
SFMG
153
Sage Financial Management Group
Virginia
$440K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$429K
US Bancorp
155
US Bancorp
Minnesota
$420K
Corient Private Wealth
156
Corient Private Wealth
Florida
$417K
OIA
157
OneDigital Investment Advisors
Kansas
$416K
SPAS
158
Spectrum Planning & Advisory Services
California
$414K
Jones Financial Companies
159
Jones Financial Companies
Missouri
$410K
MW
160
Maia Wealth
Colorado
$409K
SAI
161
Savvy Advisors Inc
New York
$406K
TIM
162
Tortoise Investment Management
New York
$398K
TWP
163
Tempus Wealth Planning
California
$384K
Stifel Financial
164
Stifel Financial
Missouri
$380K
Betterment LLC
165
Betterment LLC
New York
$376K
EL
166
EQ LLC
Washington
$372K
CCA
167
Cora Capital Advisors
New Jersey
$372K
AA
168
Alesco Advisors
New York
$368K
CAG
169
Curtis Advisory Group
California
$365K
HPM
170
Hoxton Planning & Management
West Virginia
$357K
BFG
171
Beacon Financial Group
Texas
$353K
AFA
172
Alpha Financial Advisors
North Carolina
$346K
PWM
173
Penobscot Wealth Management
Maine
$343K
OPWM
174
Oregon Pacific Wealth Management
Oregon
$341K
FIT
175
Financially in Tune
Massachusetts
$334K