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iShares ESG Advanced MSCI USA ETF

256 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 22 funds opening new positions, 59 increasing their positions, 138 reducing their positions, and 20 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:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

3.06% less ownership

Funds ownership: 77.35%74.29% (-3.1%)

57% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 138

Holders
256
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

Top Sellers

1 -$59.2M
2 -$14M
3 -$9.1M
4
ST
Spinnaker Trust
Maine
-$6.87M
5
PAS
Park Avenue Securities
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
201
Pallas Capital Advisors
Massachusetts
$229K
AA
202
Aire Advisors
California
$225K
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$222K
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$219K
JC
205
JB Capital
Connecticut
$219K
FFN
206
Focus Financial Network
Minnesota
$218K
AFM
207
Armstrong Fleming & Moore
District of Columbia
$217K
SWA
208
Sax Wealth Advisors
New Jersey
$215K
MWP
209
Madison Wealth Partners
Wisconsin
$215K
CCA
210
Cora Capital Advisors
New Jersey
$214K
RCAG
211
Rehmann Capital Advisory Group
Michigan
$212K
IWS
212
Insight Wealth Strategies
California
$211K
TWG
213
The Wealth Group
Minnesota
$205K
KIM
214
Kestra Investment Management
Texas
$201K
FGAM
215
Financial Gravity Asset Management
Texas
$181K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$179K
AWM
217
AE Wealth Management
Kansas
$174K
ASN
218
Advisory Services Network
Georgia
$174K
PS
219
Principal Securities
Iowa
$171K
GRP
220
Global Retirement Partners
California
$148K
RP
221
Raelipskie Partnership
Ontario, Canada
$129K
JWA
222
JFS Wealth Advisors
Pennsylvania
$125K
Comerica Bank
223
Comerica Bank
Texas
$121K
WWM
224
Wagner Wealth Management
South Carolina
$109K
RF
225
Rossby Financial
Florida
$109K