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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 138 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
US Bancorp
176
US Bancorp
Minnesota
$318K
EPW
177
Endeavor Private Wealth
Kansas
$316K
USCWA
178
U.S. Capital Wealth Advisors
Texas
$314K
AFA
179
Alpha Financial Advisors
North Carolina
$314K
MIA
180
Milestone Investment Advisors
Wisconsin
$310K
HF
181
HRT Financial
New York
$307K
AWM
182
Axxcess Wealth Management
California
$304K
CAAS
183
Capital Asset Advisory Services
Michigan
$303K
CWS
184
Cypress Wealth Services
California
$298K
KP
185
Keel Point
Alabama
$295K
CWM
186
Centurion Wealth Management
Virginia
$291K
SFG
187
Sovereign Financial Group
Connecticut
$287K
EWM
188
Elmwood Wealth Management
California
$287K
GA
189
Goldstein Advisors
Wisconsin
$286K
SIM
190
Stratos Investment Management
Ohio
$285K
BBA
191
Braun-Bostich & Associates
Pennsylvania
$285K
OCM
192
One Capital Management
California
$283K
First Trust Advisors
193
First Trust Advisors
Illinois
$281K
ZIM
194
Zacks Investment Management
Illinois
$281K
MLA
195
My Legacy Advisors
Oregon
$275K
SA
196
Sovran Advisors
California
$272K
JC
197
JB Capital
Connecticut
$268K
WI
198
WrapManager Inc
California
$265K
VBFP
199
Valtinson Bruner Financial Planning
Minnesota
$264K
AWM
200
Apollon Wealth Management
South Carolina
$248K