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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
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
BFG
176
Beacon Financial Group
Texas
$334K
US Bancorp
177
US Bancorp
Minnesota
$318K
EPW
178
Endeavor Private Wealth
Kansas
$316K
USCWA
179
U.S. Capital Wealth Advisors
Texas
$314K
AFA
180
Alpha Financial Advisors
North Carolina
$314K
MIA
181
Milestone Investment Advisors
Wisconsin
$310K
HF
182
HRT Financial
New York
$307K
AWM
183
Axxcess Wealth Management
California
$304K
CAAS
184
Capital Asset Advisory Services
Michigan
$303K
CWS
185
Cypress Wealth Services
California
$298K
KP
186
Keel Point
Alabama
$295K
CWM
187
Centurion Wealth Management
Virginia
$291K
SFG
188
Sovereign Financial Group
Connecticut
$287K
EWM
189
Elmwood Wealth Management
California
$287K
GA
190
Goldstein Advisors
Wisconsin
$286K
SIM
191
Stratos Investment Management
Ohio
$285K
BBA
192
Braun-Bostich & Associates
Pennsylvania
$285K
OCM
193
One Capital Management
California
$283K
First Trust Advisors
194
First Trust Advisors
Illinois
$281K
ZIM
195
Zacks Investment Management
Illinois
$281K
MLA
196
My Legacy Advisors
Oregon
$275K
SA
197
Sovran Advisors
California
$272K
JC
198
JB Capital
Connecticut
$268K
WI
199
WrapManager Inc
California
$265K
VBFP
200
Valtinson Bruner Financial Planning
Minnesota
$264K