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iShares ESG Advanced MSCI USA ETF

262 hedge funds and large institutions have $935M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 139 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $955M → $935M (-$20M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 139

Holders
262
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
AWM
201
Apollon Wealth Management
South Carolina
$248K
SPC
202
Sigma Planning Corp
Michigan
$248K
HH
203
Hilltop Holdings
Texas
$247K
MIM
204
Macroview Investment Management
Maryland
$242K
NCMW
205
Northern Capital Management (Washington)
Washington
$240K
WS
206
Wedbush Securities
California
$230K
GWP
207
Gateway Wealth Partners
Wisconsin
$228K
ASN
208
Advisory Services Network
Georgia
$223K
BDF
209
Black Diamond Financial
Maryland
$218K
AA
210
Aire Advisors
California
$218K
TWCA
211
Two West Capital Advisors
Kansas
$216K
PCA
212
Pallas Capital Advisors
Massachusetts
$215K
RCAG
213
Rehmann Capital Advisory Group
Michigan
$213K
Focus Partners Wealth
214
Focus Partners Wealth
Massachusetts
$209K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$207K
IWS
216
Insight Wealth Strategies
California
$206K
FFN
217
Focus Financial Network
Minnesota
$205K
EWA
218
Emergent Wealth Advisors
New York
$205K
MWP
219
Madison Wealth Partners
Wisconsin
$202K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$200K
CFD
221
Creative Financial Designs
Indiana
$194K
GRP
222
Global Retirement Partners
California
$183K
AWM
223
AE Wealth Management
Kansas
$171K
FGC
224
Financial Gravity Companies
Texas
$171K
JWA
225
JFS Wealth Advisors
Pennsylvania
$166K