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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Elmwood Wealth Management
California
$305K
SIM
177
Stratos Investment Management
Ohio
$303K
ZIM
178
Zacks Investment Management
Illinois
$299K
CAL
179
Capital Analysts LLC
Pennsylvania
$298K -$83.1K -1,489 -22%
GA
180
Goldstein Advisors
Wisconsin
$298K -$5.69K -102 -2%
CWM
181
Centurion Wealth Management
Virginia
$295K -$13.4K -241 -4%
MMA
182
Miracle Mile Advisors
California
$295K -$948K -16,988 -77%
WA
183
WBH Advisory
Maryland
$293K -$111K -1,995 -28%
OCM
184
One Capital Management
California
$289K -$11.2K -200 -4%
GWP
185
Gen-Wealth Partners
Michigan
$277K -$110K -1,967 -29%
USCWA
186
U.S. Capital Wealth Advisors
Texas
$276K -$55.8K -1,000 -17%
SA
187
Sovran Advisors
California
$275K -$19.5K -349 -7%
WF
188
Warner Financial
Maryland
$266K +$259K +4,640 New
AWM
189
Apollon Wealth Management
South Carolina
$263K
SPC
190
Sigma Planning Corp
Michigan
$257K -$6.14K -110 -2%
AWM
191
Axxcess Wealth Management
California
$257K -$64.9K -1,164 -21%
CAAS
192
Capital Asset Advisory Services
Michigan
$257K -$64.9K -1,164 -21%
NCMW
193
Northern Capital Management (Washington)
Washington
$255K
BBA
194
Braun-Bostich & Associates
Pennsylvania
$253K -$48.5K -869 -16%
TC
195
Trilogy Capital
California
$252K -$132K -2,375 -35%
CWS
196
Cypress Wealth Services
California
$248K -$66.3K -1,188 -22%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$248K +$35.4K +635 +17%
VBFP
198
Valtinson Bruner Financial Planning
Minnesota
$239K -$40.6K -727 -15%
FIM
199
Freedom Investment Management
Connecticut
$237K -$256K -4,588 -53%
SFG
200
Sovereign Financial Group
Connecticut
$233K -$70.2K -1,258 -24%