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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

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
176
Venturi Wealth Management
Texas
$317K -$297K -5,142 -47%
SB
177
Strategic Blueprint
Georgia
$312K +$7.98K +138 +3%
OPWM
178
Oregon Pacific Wealth Management
Oregon
$305K -$22.7K -392 -7%
KP
179
Keel Point
Alabama
$302K
MW
180
Maia Wealth
Colorado
$299K -$92.6K -1,600 -23%
AA
181
Armis Advisers
Georgia
$294K
EWM
182
Elmwood Wealth Management
California
$294K
TC
183
Trilogy Capital
California
$292K +$50K +865 +20%
NS
184
Northland Securities
Minnesota
$290K
WA
185
WBH Advisory
Maryland
$288K -$2.14K -37 -0.7%
ZIM
186
Zacks Investment Management
Illinois
$288K
CWM
187
Contango Wealth Management
California
$287K +$301K +5,205 New
MMA
188
Miracle Mile Advisors
California
$285K
GA
189
Goldstein Advisors
Wisconsin
$283K -$3.65K -63 -1%
AG
190
Ascent Group
Virginia
$281K -$636 -11 -0.2%
CWM
191
Centurion Wealth Management
Virginia
$278K -$6.13K -106 -2%
CWS
192
Cypress Wealth Services
California
$278K +$55.7K +962 +24%
FWM
193
FFT Wealth Management
Pennsylvania
$275K +$289K +4,988 New
SEIA
194
Signature Estate & Investment Advisors
California
$275K +$19.6K +339 +7%
WF
195
Warner Financial
Maryland
$272K +$636 +11 +0.2%
TW
196
Traveka Wealth
California
$270K +$25.2K +435 +10%
USCWA
197
U.S. Capital Wealth Advisors
Texas
$269K
SIM
198
Stratos Investment Management
Ohio
$267K -$22.6K -390 -7%
CCWP
199
Cedar Cove Wealth Partners
Minnesota
$259K -$4.4K -76 -2%
GWP
200
Gen-Wealth Partners
Michigan
$255K +$8.91K +154 +3%