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iShares ESG Advanced MSCI USA ETF

270 hedge funds and large institutions have $856M invested in iShares ESG Advanced MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 125 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
VWM
176
Venturi Wealth Management
Texas
$317K
SB
177
Strategic Blueprint
Georgia
$312K
OPWM
178
Oregon Pacific Wealth Management
Oregon
$305K
KP
179
Keel Point
Alabama
$302K
MW
180
Maia Wealth
Colorado
$299K
AA
181
Armis Advisers
Georgia
$294K
EWM
182
Elmwood Wealth Management
California
$294K
TC
183
Trilogy Capital
California
$292K
NS
184
Northland Securities
Minnesota
$290K
WA
185
WBH Advisory
Maryland
$288K
ZIM
186
Zacks Investment Management
Illinois
$288K
CWM
187
Contango Wealth Management
California
$287K
MMA
188
Miracle Mile Advisors
California
$285K
GA
189
Goldstein Advisors
Wisconsin
$283K
AG
190
Ascent Group
Virginia
$281K
CWM
191
Centurion Wealth Management
Virginia
$278K
CWS
192
Cypress Wealth Services
California
$278K
FWM
193
FFT Wealth Management
Pennsylvania
$275K
SEIA
194
Signature Estate & Investment Advisors
California
$275K
WF
195
Warner Financial
Maryland
$272K
TW
196
Traveka Wealth
California
$270K
USCWA
197
U.S. Capital Wealth Advisors
Texas
$269K
SIM
198
Stratos Investment Management
Ohio
$267K
CCWP
199
Cedar Cove Wealth Partners
Minnesota
$259K
GWP
200
Gen-Wealth Partners
Michigan
$255K