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iShares ESG Advanced MSCI USA ETF

260 hedge funds and large institutions have $928M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 138 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

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $955M → $928M (-$27.2M)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
SPC
201
Sigma Planning Corp
Michigan
$248K
HH
202
Hilltop Holdings
Texas
$247K
MIM
203
Macroview Investment Management
Maryland
$242K
NCMW
204
Northern Capital Management (Washington)
Washington
$240K
WS
205
Wedbush Securities
California
$230K
GWP
206
Gateway Wealth Partners
Wisconsin
$228K
ASN
207
Advisory Services Network
Georgia
$223K
BDF
208
Black Diamond Financial
Maryland
$218K
AA
209
Aire Advisors
California
$218K
TWCA
210
Two West Capital Advisors
Kansas
$216K
PCA
211
Pallas Capital Advisors
Massachusetts
$215K
RCAG
212
Rehmann Capital Advisory Group
Michigan
$213K
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$209K
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$207K
IWS
215
Insight Wealth Strategies
California
$206K
FFN
216
Focus Financial Network
Minnesota
$205K
MWP
217
Madison Wealth Partners
Wisconsin
$202K
Jones Financial Companies
218
Jones Financial Companies
Missouri
$200K
CFD
219
Creative Financial Designs
Indiana
$194K
GRP
220
Global Retirement Partners
California
$183K
AWM
221
AE Wealth Management
Kansas
$171K
FGC
222
Financial Gravity Companies
Texas
$171K
JWA
223
JFS Wealth Advisors
Pennsylvania
$166K
PS
224
Principal Securities
Iowa
$161K
Comerica Bank
225
Comerica Bank
Texas
$149K