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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
KFP
276
KMG Fiduciary Partners
Ohio
$469K
AGA
277
Arkos Global Advisors
Texas
$467K
HCM
278
Highview Capital Management
Illinois
$463K
MCFP
279
Mallini Complete Financial Planning
Florida
$463K
FHA
280
Flagship Harbor Advisors
Massachusetts
$462K
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$460K
SS
282
Sound Stewardship
Kansas
$459K
FT
283
Fiduciary Trust
Massachusetts
$458K
SC
284
Savant Capital
Illinois
$455K
PI
285
PFG Investments
New York
$455K
CFG
286
Citizens Financial Group
Rhode Island
$454K
HIA
287
Harbor Investment Advisory
Maryland
$444K
CWP
288
Corepath Wealth Partners
Arizona
$441K
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$433K
TWM
290
Tradition Wealth Management
Minnesota
$429K
PHIC
291
Pine Haven Investment Counsel
Massachusetts
$426K
CWM
292
Connecticut Wealth Management
Connecticut
$419K
IRPL
293
Investment Research Partners LLC
Pennsylvania
$418K
BFS
294
BridgePort Financial Solutions
Iowa
$416K
LI
295
LVZ Inc
Michigan
$414K
PA
296
Pinnacle Associates
New York
$413K
SHGA
297
Sand Hill Global Advisors
California
$412K
SDJVC
298
St. Denis J. Villere & Co
Louisiana
$407K
OFG
299
Oxford Financial Group
Indiana
$407K
FFA
300
First Foundation Advisors
California
$394K