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iShares ESG Optimized MSCI USA ETF

486 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 194 reducing their positions, and 16 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:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.87% less ownership

Funds ownership: 60.96%60.1% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
GRP
251
Global Retirement Partners
California
$588K
RWM
252
Ritholtz Wealth Management
New York
$585K
PA
253
Pinnacle Associates
New York
$581K
PFM
254
Peak Financial Management
Massachusetts
$580K
CFA
255
CWS Financial Advisors
Michigan
$559K
JIC
256
Johnson Investment Counsel
Ohio
$556K
SFG
257
Sage Financial Group
Pennsylvania
$555K
PCFFS
258
Pacific Center for Financial Services
California
$539K
TCOV
259
Trust Company of Vermont
Vermont
$529K
CFMC
260
Curbstone Financial Management Corp
New Hampshire
$522K
DE
261
Diversified Enterprises
Delaware
$520K
OFG
262
Opulen Financial Group
Virginia
$514K
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$508K
PIM
264
Progressive Investment Management
Oregon
$507K
B
265
Birchbrook
Maine
$506K
BCPWM
266
Bradley & Co Private Wealth Management
Florida
$505K
SFG
267
SNS Financial Group
Minnesota
$503K
AIC
268
Allodium Investment Consultants
Minnesota
$499K
PWMAG
269
Pinnacle Wealth Management Advisory Group
New Jersey
$499K
ZAM
270
Zevin Asset Management
Massachusetts
$499K
UIA
271
Ulland Investment Advisors
Minnesota
$492K
NSIM
272
North Star Investment Management
Illinois
$490K
WWM
273
Western Wealth Management
Colorado
$485K
PAA
274
Peregrine Asset Advisers
Oregon
$480K
SC
275
Savant Capital
Illinois
$473K