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iShares ESG Advanced MSCI USA ETF

264 hedge funds and large institutions have $938M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 140 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: $958M → $938M (-$20.1M)

58% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 140

Holders
264
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
VBFP
201
Valtinson Bruner Financial Planning
Minnesota
$264K
AWM
202
Apollon Wealth Management
South Carolina
$248K
SPC
203
Sigma Planning Corp
Michigan
$248K
HH
204
Hilltop Holdings
Texas
$247K
MIM
205
Macroview Investment Management
Maryland
$242K
NCMW
206
Northern Capital Management (Washington)
Washington
$240K
WS
207
Wedbush Securities
California
$230K
GWP
208
Gateway Wealth Partners
Wisconsin
$228K
ASN
209
Advisory Services Network
Georgia
$223K
BDF
210
Black Diamond Financial
Maryland
$218K
AA
211
Aire Advisors
California
$218K
TWCA
212
Two West Capital Advisors
Kansas
$216K
PCA
213
Pallas Capital Advisors
Massachusetts
$215K
RCAG
214
Rehmann Capital Advisory Group
Michigan
$213K
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$209K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$207K
IWS
217
Insight Wealth Strategies
California
$206K
FFN
218
Focus Financial Network
Minnesota
$205K
EWA
219
Emergent Wealth Advisors
New York
$205K
WSFG
220
Wall Street Financial Group
Illinois
$202K
MWP
221
Madison Wealth Partners
Wisconsin
$202K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$200K
CFD
223
Creative Financial Designs
Indiana
$194K
GRP
224
Global Retirement Partners
California
$183K
AWM
225
AE Wealth Management
Kansas
$171K