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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

259 hedge funds and large institutions have $927M 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, 137 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
59
Reduced
137
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$5.02M
2
DRP
Decker Retirement Planning
Utah
+$4.51M
3
HTC
Haverford Trust Company
Pennsylvania
+$1.84M
4
HHGA
Halbert Hargrove Global Advisors
California
+$1.66M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.9M
2
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$22.6M
3
BlackRock
BlackRock
New York
-$13.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
201
Hilltop Holdings
Texas
$247K -$78.8K -1,461 -24%
MIM
202
Macroview Investment Management
Maryland
$242K +$242K +4,485 New
NCMW
203
Northern Capital Management (Washington)
Washington
$240K – – –
WS
204
Wedbush Securities
California
$230K -$97.4K -1,809 -30%
GWP
205
Gateway Wealth Partners
Wisconsin
$228K -$84.3K -1,563 -27%
ASN
206
Advisory Services Network
Georgia
$223K -$53K -956 -19%
BDF
207
Black Diamond Financial
Maryland
$218K +$218K +4,049 New
AA
208
Aire Advisors
California
$218K +$218K +4,041 New
TWCA
209
Two West Capital Advisors
Kansas
$216K +$216K +3,870 New
PCA
210
Pallas Capital Advisors
Massachusetts
$215K -$30.8K -572 -13%
RCAG
211
Rehmann Capital Advisory Group
Michigan
$213K +$213K +3,943 New
Focus Partners Wealth
212
Focus Partners Wealth
Massachusetts
$209K +$209K +3,879 New
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$207K +$207K +3,830 New
IWS
214
Insight Wealth Strategies
California
$206K +$206K +3,832 New
FFN
215
Focus Financial Network
Minnesota
$205K -$82.3K -1,525 -29%
MWP
216
Madison Wealth Partners
Wisconsin
$202K +$202K +3,745 New
Jones Financial Companies
217
Jones Financial Companies
Missouri
$200K +$77.8K +1,452 +64%
CFD
218
Creative Financial Designs
Indiana
$194K -$39.2K -726 -17%
GRP
219
Global Retirement Partners
California
$183K +$183K +3,398 New
AWM
220
AE Wealth Management
Kansas
$171K -$62K -1,150 -27%
FGC
221
Financial Gravity Companies
Texas
$171K +$171K +3,167 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$166K -$84.1K -1,559 -34%
PS
223
Principal Securities
Iowa
$161K – – –
Comerica Bank
224
Comerica Bank
Texas
$149K -$72.3K -1,341 -33%
MYIA
225
Mount Yale Investment Advisors
Colorado
$144K +$144K +2,670 New
7 8
9
10 11