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iShares ESG Advanced MSCI USA ETF

274 hedge funds and large institutions have $904M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
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
TW
201
Traveka Wealth
California
$256K
TC
202
Trilogy Capital
California
$254K
HI
203
Harbour Investments
Wisconsin
$252K
GFA
204
Godfrey Financial Associates
New York
$244K
AWM
205
AE Wealth Management
Kansas
$241K
JC
206
JB Capital
Connecticut
$236K
SFG
207
Sovereign Financial Group
Connecticut
$235K
CWS
208
Cypress Wealth Services
California
$235K
OCM
209
One Capital Management
California
$234K
SA
210
Sovran Advisors
California
$232K
PCA
211
Pallas Capital Advisors
Massachusetts
$230K
WSFG
212
Wall Street Financial Group
Illinois
$228K
BBA
213
Braun-Bostich & Associates
Pennsylvania
$226K
AA
214
Aire Advisors
California
$226K
SWA
215
Sax Wealth Advisors
New Jersey
$224K
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$223K
MWP
217
Madison Wealth Partners
Wisconsin
$223K
FFN
218
Focus Financial Network
Minnesota
$219K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$216K
BFG
220
Buttonwood Financial Group
Missouri
$212K
Fidelity Investments
221
Fidelity Investments
Massachusetts
$211K
IWS
222
Insight Wealth Strategies
California
$211K
Corient Private Wealth
223
Corient Private Wealth
Florida
$209K
SPC
224
Sigma Planning Corp
Michigan
$206K
KIM
225
Kestra Investment Management
Texas
$206K