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iShares ESG Advanced MSCI USA ETF
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Overview Fund Activity

242 hedge funds and large institutions have $955M invested in iShares ESG Advanced MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 127 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
242
Holders Change
-2
Holders Change %
-0.82%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
127
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$54.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$29M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$242M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.57M
5
BlackRock
5
BlackRock
New York
$127M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$55.5M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$17.2M
3
ST
3
Spinnaker Trust
Maine
$12.7M
4
FTUS
4
Flow Traders U.S.
New York
$319K
5
HHGA
5
Halbert Hargrove Global Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$242M 5,174,807 +94,960 +2%
BlackRock
2
BlackRock
New York
$127M 2,719,825 +62,610 +2%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$55.5M 1,188,627 -319,010 -21%
LPL Financial
4
LPL Financial
California
$54.1M 1,159,705 +111,539 +11%
SWM
5
SigFig Wealth Management
California
$31.1M 668,871 +19,723 +3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$29.1M 624,564 +15,508 +3%
SEI Investments
7
SEI Investments
Pennsylvania
$29M 622,086 +106,130 +21%
PAS
8
Park Avenue Securities
New York
$23.4M 501,576 +37,755 +8%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$17.2M 369,263 -96,641 -21%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1M 365,571 +27,170 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$14.6M 312,204 +34,821 +13%
MML Investors Services
12
MML Investors Services
Massachusetts
$13.7M 293,233 +9,631 +3%
AF
13
Allworth Financial
California
$13.1M 284,021 +6,659 +2%
ST
14
Spinnaker Trust
Maine
$12.7M 272,390 -60,578 -18%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$11.7M 224,445 +5,522 +3%
FCG
16
Financial Connections Group
California
$10.3M 220,521 +6,165 +3%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$8.75M 187,421 +3,789 +2%
IWA
18
Invera Wealth Advisors
Oregon
$8.05M 172,402 -6,356 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.42M 137,466 +6,508 +5%
AWS
20
Atria Wealth Solutions
New York
$6.09M 130,529 -9,878 -7%
AssetMark Inc
21
AssetMark Inc
California
$5.79M 124,022 +4,958 +4%
OWA
22
One Wealth Advisors
California
$5.61M 120,197 -15 -0%
RWP
23
RWA Wealth Partners
Massachusetts
$5.43M 116,446 -12,101 -9%
Morgan Stanley
24
Morgan Stanley
New York
$5.28M 113,089 -3,362 -3%
Wells Fargo
25
Wells Fargo
California
$5.11M 109,552 +17,077 +18%
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