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iShares ESG Advanced MSCI USA ETF

259 hedge funds and large institutions have $893M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 140 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $939M → $893M (-$46M)

3% less funds holding

Funds holding: 266259 (-7)

3.21% less ownership

Funds ownership: 77.44%74.23% (-3.2%)

57% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 140

Holders
259
Holders Change
-7
Holders Change %
-2.63%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
21
Increased
60
Reduced
140
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Pallas Capital Advisors
Massachusetts
$229K
AA
202
Aire Advisors
California
$225K -$6.19K -111 -3%
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$222K
WSFG
204
Wall Street Financial Group
Illinois
$222K +$6.8K +122 +3%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$219K
JC
206
JB Capital
Connecticut
$219K -$64.2K -1,150 -23%
FFN
207
Focus Financial Network
Minnesota
$218K
AFM
208
Armstrong Fleming & Moore
District of Columbia
$217K +$211K +3,782 New
SWA
209
Sax Wealth Advisors
New Jersey
$215K +$209K +3,750 New
MWP
210
Madison Wealth Partners
Wisconsin
$215K
CCA
211
Cora Capital Advisors
New Jersey
$214K +$208K +3,728 New
RCAG
212
Rehmann Capital Advisory Group
Michigan
$212K -$13.7K -245 -6%
IWS
213
Insight Wealth Strategies
California
$211K -$8.65K -155 -4%
TWG
214
The Wealth Group
Minnesota
$205K +$199K +3,569 New
KIM
215
Kestra Investment Management
Texas
$201K -$362K -6,488 -65%
FGAM
216
Financial Gravity Asset Management
Texas
$181K +$176K +3,151 New
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$179K +$174K +3,115 New
AWM
218
AE Wealth Management
Kansas
$174K -$8.14K -146 -5%
ASN
219
Advisory Services Network
Georgia
$174K -$55.6K -996 -25%
PS
220
Principal Securities
Iowa
$171K
GRP
221
Global Retirement Partners
California
$148K -$45.9K -822 -24%
RP
222
Raelipskie Partnership
Ontario, Canada
$129K
JWA
223
JFS Wealth Advisors
Pennsylvania
$125K -$49.8K -893 -29%
Comerica Bank
224
Comerica Bank
Texas
$121K -$36.9K -662 -24%
WWMSC
225
Wagner Wealth Management (South Carolina)
South Carolina
$109K +$223 +4 +0.2%