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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
IIC
251
Integrated Investment Consultants
Michigan
$571K
OFG
252
Opulen Financial Group
Virginia
$568K
KNW
253
Kesler Norman & Wride
Utah
$567K
TCOV
254
Trust Company of Vermont
Vermont
$564K
RWM
255
Ritholtz Wealth Management
New York
$561K
FCAS
256
First Command Advisory Services
Texas
$559K
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$544K
PIM
258
Progressive Investment Management
Oregon
$543K
BCPWM
259
Bradley & Co Private Wealth Management
Florida
$540K
SFG
260
SNS Financial Group
Minnesota
$536K
ZAM
261
Zevin Asset Management
Massachusetts
$534K
ATPW
262
Ashton Thomas Private Wealth
Arizona
$528K
UIA
263
Ulland Investment Advisors
Minnesota
$526K
NSIM
264
North Star Investment Management
Illinois
$525K
WWM
265
Western Wealth Management
Colorado
$520K
PAA
266
Peregrine Asset Advisers
Oregon
$514K
WF
267
Warner Financial
Maryland
$503K
HG
268
Harbor Group
New Hampshire
$500K
WF
269
WoodTrust Financial
Wisconsin
$500K
WCG
270
Weaver Consulting Group
California
$499K
CFFNO
271
Common Fund For Nonprofit Organizations
Connecticut
$498K
TAM
272
Trillium Asset Management
Massachusetts
$495K
B
273
Birchbrook
Maine
$490K
BFS
274
Bradley Foster & Sargent
Connecticut
$488K
DE
275
Diversified Enterprises
Delaware
$481K