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iShares ESG Advanced MSCI USA ETF

256 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 22 funds opening new positions, 59 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.06% less ownership

Funds ownership: 77.35%74.29% (-3.1%)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
256
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
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
GA
180
Goldstein Advisors
Wisconsin
$298K
CWM
181
Centurion Wealth Management
Virginia
$295K
MMA
182
Miracle Mile Advisors
California
$295K
WA
183
WBH Advisory
Maryland
$293K
OCM
184
One Capital Management
California
$289K
GWP
185
Gen-Wealth Partners
Michigan
$277K
USCWA
186
U.S. Capital Wealth Advisors
Texas
$276K
SA
187
Sovran Advisors
California
$275K
WF
188
Warner Financial
Maryland
$266K
AWM
189
Apollon Wealth Management
South Carolina
$263K
SPC
190
Sigma Planning Corp
Michigan
$257K
AWM
191
Axxcess Wealth Management
California
$257K
CAAS
192
Capital Asset Advisory Services
Michigan
$257K
NCMW
193
Northern Capital Management (Washington)
Washington
$255K
BBA
194
Braun-Bostich & Associates
Pennsylvania
$253K
TC
195
Trilogy Capital
California
$252K
CWS
196
Cypress Wealth Services
California
$248K
Jones Financial Companies
197
Jones Financial Companies
Missouri
$248K
VBFP
198
Valtinson Bruner Financial Planning
Minnesota
$239K
FIM
199
Freedom Investment Management
Connecticut
$237K
SFG
200
Sovereign Financial Group
Connecticut
$233K