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iShares ESG Advanced MSCI USA ETF

253 hedge funds and large institutions have $873M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 138 reducing their positions, and 20 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $935M → $873M (-$62.2M)

59% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 138

Holders
253
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$298K
GA
177
Goldstein Advisors
Wisconsin
$298K
CWM
178
Centurion Wealth Management
Virginia
$295K
MMA
179
Miracle Mile Advisors
California
$295K
WA
180
WBH Advisory
Maryland
$293K
OCM
181
One Capital Management
California
$289K
GWP
182
Gen-Wealth Partners
Michigan
$277K
USCWA
183
U.S. Capital Wealth Advisors
Texas
$276K
SA
184
Sovran Advisors
California
$275K
WF
185
Warner Financial
Maryland
$266K
AWM
186
Apollon Wealth Management
South Carolina
$263K
SPC
187
Sigma Planning Corp
Michigan
$257K
CAAS
188
Capital Asset Advisory Services
Michigan
$257K
AWM
189
Axxcess Wealth Management
California
$257K
NCMW
190
Northern Capital Management (Washington)
Washington
$255K
BBA
191
Braun-Bostich & Associates
Pennsylvania
$253K
TC
192
Trilogy Capital
California
$252K
CWS
193
Cypress Wealth Services
California
$248K
Jones Financial Companies
194
Jones Financial Companies
Missouri
$248K
VBFP
195
Valtinson Bruner Financial Planning
Minnesota
$239K
FIM
196
Freedom Investment Management
Connecticut
$237K
SFG
197
Sovereign Financial Group
Connecticut
$233K
PCA
198
Pallas Capital Advisors
Massachusetts
$229K
AA
199
Aire Advisors
California
$225K
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$222K