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iShares ESG Advanced MSCI USA ETF

268 hedge funds and large institutions have $853M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 124 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
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
EPW
151
Endeavor Private Wealth
Kansas
$438K
HI
152
Harbour Investments
Wisconsin
$436K
KW
153
KWB Wealth
California
$436K
AM
154
AGF Management
Ontario, Canada
$431K
SFMG
155
Sage Financial Management Group
Virginia
$422K
OIA
156
OneDigital Investment Advisors
Kansas
$416K
HPM
157
Hoxton Planning & Management
West Virginia
$409K
AC
158
Attessa Capital
Arizona
$406K
CAG
159
Curtis Advisory Group
California
$398K
EL
160
EQ LLC
Washington
$393K
MWM
161
MBE Wealth Management
Wisconsin
$387K
TIM
162
Tortoise Investment Management
New York
$382K
SPAS
163
Spectrum Planning & Advisory Services
California
$376K
TWP
164
Tempus Wealth Planning
California
$361K
BFG
165
Beacon Financial Group
Texas
$360K
PWM
166
Penobscot Wealth Management
Maine
$358K
CCA
167
Cora Capital Advisors
New Jersey
$356K
US Bancorp
168
US Bancorp
Minnesota
$355K
Stifel Financial
169
Stifel Financial
Missouri
$350K
AFA
170
Alpha Financial Advisors
North Carolina
$332K
PWA
171
Physician Wealth Advisors
Utah
$330K
CAAS
172
Capital Asset Advisory Services
Michigan
$327K
FIT
173
Financially in Tune
Massachusetts
$323K
MIA
174
Milestone Investment Advisors
Wisconsin
$317K
VWM
175
Venturi Wealth Management
Texas
$317K