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iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
492
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
KNW
251
Kesler Norman & Wride
Utah
$567K
TCOV
252
Trust Company of Vermont
Vermont
$564K
RWM
253
Ritholtz Wealth Management
New York
$561K
FCAS
254
First Command Advisory Services
Texas
$559K
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$544K
PIM
256
Progressive Investment Management
Oregon
$543K
BCPWM
257
Bradley & Co Private Wealth Management
Florida
$540K
SFG
258
SNS Financial Group
Minnesota
$536K
ZAM
259
Zevin Asset Management
Massachusetts
$534K
ATPW
260
Ashton Thomas Private Wealth
Arizona
$528K
UIA
261
Ulland Investment Advisors
Minnesota
$526K
NSIM
262
North Star Investment Management
Illinois
$525K
WWM
263
Western Wealth Management
Colorado
$520K
PAA
264
Peregrine Asset Advisers
Oregon
$514K
WF
265
Warner Financial
Maryland
$503K
HG
266
Harbor Group
New Hampshire
$500K
WF
267
WoodTrust Financial
Wisconsin
$500K
WCG
268
Weaver Consulting Group
California
$499K
CFFNO
269
Common Fund For Nonprofit Organizations
Connecticut
$498K
TAM
270
Trillium Asset Management
Massachusetts
$495K
B
271
Birchbrook
Maine
$490K
BFS
272
Bradley Foster & Sargent
Connecticut
$488K
DE
273
Diversified Enterprises
Delaware
$481K
SVWAG
274
Sound View Wealth Advisors Group
Georgia
$479K
AIC
275
Allodium Investment Consultants
Minnesota
$474K