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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

49% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.95% less ownership

Funds ownership: 75.41%74.45% (-0.95%)

3% less funds holding

Funds holding: 279270 (-9)

5% less capital invested

Capital invested by funds: $906M → $856M (-$49.6M)

Holders
270
Holders Change
-9
Holders Change %
-3.23%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
125
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$253K +$40.7K +704 +18%
NCMW
202
Northern Capital Management (Washington)
Washington
$246K
AWM
203
Apollon Wealth Management
South Carolina
$244K -$9.66K -167 -4%
SA
204
Sovran Advisors
California
$236K -$10.5K -182 -5%
AA
205
ArborFi Advisors
Michigan
$233K +$244K +4,223 New
SFG
206
Sovereign Financial Group
Connecticut
$226K
SWA
207
Sax Wealth Advisors
New Jersey
$224K
JC
208
JB Capital
Connecticut
$218K -$8.62K -149 -4%
FFN
209
Focus Financial Network
Minnesota
$217K +$7.93K +137 +4%
AA
210
Aire Advisors
California
$217K +$463 +8 +0.2%
BBA
211
Braun-Bostich & Associates
Pennsylvania
$216K -$521 -9 -0.2%
MWP
212
Madison Wealth Partners
Wisconsin
$214K
WSFG
213
Wall Street Financial Group
Illinois
$214K -$5.44K -94 -2%
PJSIMP
214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K +$222K +3,832 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$211K +$8.74K +151 +4%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$208K +$58 +1 +0%
PCA
217
Pallas Capital Advisors
Massachusetts
$205K -$16.3K -282 -7%
AIM
218
Advyzon Investment Management
Illinois
$204K +$214K +3,701 New
RCAG
219
Rehmann Capital Advisory Group
Michigan
$203K +$347 +6 +0.2%
Corient Private Wealth
220
Corient Private Wealth
Florida
$200K -$209K -3,613 -50%
KIM
221
Kestra Investment Management
Texas
$200K +$3.07K +53 +1%
AWM
222
AE Wealth Management
Kansas
$195K -$37.8K -653 -16%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$193K +$104K +1,800 +106%
AIM
224
Acropolis Investment Management
Missouri
$188K +$197K +3,400 New
FGAM
225
Financial Gravity Asset Management
Texas
$172K +$1.1K +19 +0.6%