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iShares ESG Optimized MSCI USA ETF

493 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 189

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
BJL
226
Brighton Jones LLC
Washington
$689K
MFG
227
Merit Financial Group
Georgia
$686K
RWM
228
Riverbend Wealth Management
South Carolina
$678K
MG
229
Mather Group
Illinois
$677K
TCM
230
TruNorth Capital Management
Michigan
$669K
MGWM
231
Marks Group Wealth Management
Minnesota
$662K
PMG
232
ProVise Management Group
Florida
$661K
Vontobel Holding
233
Vontobel Holding
Switzerland
$653K
BCI
234
Brinker Capital Investments
Pennsylvania
$652K
PFM
235
Peak Financial Management
Massachusetts
$650K
MCM
236
MAI Capital Management
Ohio
$644K
SWP
237
Stratos Wealth Partners
Ohio
$640K
GRP
238
Global Retirement Partners
California
$637K
BC
239
Brio Consultants
California
$634K
WFA
240
West Financial Advisors
Iowa
$631K
SAI
241
Savvy Advisors Inc
New York
$623K
WCM
242
WealthBridge Capital Management
Ohio
$618K
RIS
243
Richmond Investment Services
Wisconsin
$613K
CFA
244
CWS Financial Advisors
Michigan
$604K
SFG
245
Sage Financial Group
Pennsylvania
$594K
MF
246
Meridian Financial
Massachusetts
$583K
JIC
247
Johnson Investment Counsel
Ohio
$581K
PCFFS
248
Pacific Center for Financial Services
California
$578K
SG
249
Sharper & Granite
California
$576K
IIC
250
Integrated Investment Consultants
Michigan
$571K