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iShares ESG Advanced MSCI USA ETF

244 hedge funds and large institutions have $958M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 68

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.91% less ownership

Funds ownership: 77.89%76.98% (-0.91%)

2% less funds holding

Funds holding: 248244 (-4)

5% less capital invested

Capital invested by funds: $1.01B → $958M (-$50.7M)

Holders
244
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
129
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
176
Braun-Bostich & Associates
Pennsylvania
$299K +$21.8K +439 +7%
AA
177
Alesco Advisors
New York
$298K -$21.6K -435 -6%
MIA
178
Milestone Investment Advisors
Wisconsin
$298K -$19.6K -394 -6%
BFG
179
Beacon Financial Group
Texas
$295K +$397 +8 +0.1%
WS
180
Wedbush Securities
California
$284K +$8.1K +163 +3%
HH
181
Hilltop Holdings
Texas
$282K -$21.7K -436 -7%
GSWM
182
Golden State Wealth Management
California
$276K +$79.8K +1,606 +37%
US Bancorp
183
US Bancorp
Minnesota
$275K -$2.43K -49 -0.8%
P
184
&Partners
Tennessee
$273K +$204K +4,111 New
SIM
185
Stratos Investment Management
Ohio
$271K +$289K +5,810 New
AFA
186
Alpha Financial Advisors
North Carolina
$271K +$288K +5,800 New
GWP
187
Gateway Wealth Partners
Wisconsin
$270K +$73.1K +1,471 +34%
KIM
188
Kestra Investment Management
Texas
$270K +$69.5K +1,399 +32%
SA
189
Sovran Advisors
California
$266K +$299K +6,022 New
VBFP
190
Valtinson Bruner Financial Planning
Minnesota
$264K +$26.6K +535 +10%
KW
191
KWB Wealth
California
$262K +$262K +5,271 New
KP
192
Keel Point
Alabama
$255K
FFN
193
Focus Financial Network
Minnesota
$248K +$7.85K +158 +3%
EWM
194
Elmwood Wealth Management
California
$248K
GA
195
Goldstein Advisors
Wisconsin
$248K -$3.87K -78 -1%
OCM
196
One Capital Management
California
$245K -$9.93K -200 -4%
ZIM
197
Zacks Investment Management
Illinois
$243K
CAAS
198
Capital Asset Advisory Services
Michigan
$240K +$14.1K +283 +6%
AWM
199
Axxcess Wealth Management
California
$237K +$14.1K +283 +6%
ASN
200
Advisory Services Network
Georgia
$233K +$497 +10 +0.2%