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iShares ESG Optimized MSCI USA ETF

495 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 36 funds opening new positions, 124 increasing their positions, 190 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: 124 | Existing positions reduced: 190

Holders
495
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
SCM
226
SCS Capital Management
Massachusetts
$689K
BJL
227
Brighton Jones LLC
Washington
$689K
MFG
228
Merit Financial Group
Georgia
$686K
RWM
229
Riverbend Wealth Management
South Carolina
$678K
MG
230
Mather Group
Illinois
$677K
TCM
231
TruNorth Capital Management
Michigan
$669K
MGWM
232
Marks Group Wealth Management
Minnesota
$662K
PMG
233
ProVise Management Group
Florida
$661K
Vontobel Holding
234
Vontobel Holding
Switzerland
$653K
BCI
235
Brinker Capital Investments
Pennsylvania
$652K
PFM
236
Peak Financial Management
Massachusetts
$650K
MCM
237
MAI Capital Management
Ohio
$644K
SWP
238
Stratos Wealth Partners
Ohio
$640K
GRP
239
Global Retirement Partners
California
$637K
BC
240
Brio Consultants
California
$634K
WFA
241
West Financial Advisors
Iowa
$631K
SAI
242
Savvy Advisors Inc
New York
$623K
WCM
243
WealthBridge Capital Management
Ohio
$618K
RIS
244
Richmond Investment Services
Wisconsin
$613K
CFA
245
CWS Financial Advisors
Michigan
$604K
SFG
246
Sage Financial Group
Pennsylvania
$594K
MF
247
Meridian Financial
Massachusetts
$583K
JIC
248
Johnson Investment Counsel
Ohio
$581K
PCFFS
249
Pacific Center for Financial Services
California
$578K
SG
250
Sharper & Granite
California
$576K