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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$219K
JC
202
JB Capital
Connecticut
$219K
FFN
203
Focus Financial Network
Minnesota
$218K
AFM
204
Armstrong Fleming & Moore
District of Columbia
$217K
SWA
205
Sax Wealth Advisors
New Jersey
$215K
MWP
206
Madison Wealth Partners
Wisconsin
$215K
CCA
207
Cora Capital Advisors
New Jersey
$214K
RCAG
208
Rehmann Capital Advisory Group
Michigan
$212K
IWS
209
Insight Wealth Strategies
California
$211K
TWG
210
The Wealth Group
Minnesota
$205K
KIM
211
Kestra Investment Management
Texas
$201K
FGAM
212
Financial Gravity Asset Management
Texas
$181K
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$179K
AWM
214
AE Wealth Management
Kansas
$174K
ASN
215
Advisory Services Network
Georgia
$174K
PS
216
Principal Securities
Iowa
$171K
GRP
217
Global Retirement Partners
California
$148K
RP
218
Raelipskie Partnership
Ontario, Canada
$129K
JWA
219
JFS Wealth Advisors
Pennsylvania
$125K
Comerica Bank
220
Comerica Bank
Texas
$121K
WWM
221
Wagner Wealth Management
South Carolina
$109K
RF
222
Rossby Financial
Florida
$109K
HDIM
223
Hanson & Doremus Investment Management
Vermont
$102K
GWSG
224
GPS Wealth Strategies Group
Colorado
$101K
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$101K