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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
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$472K
WF
277
Warner Financial
Maryland
$469K
WCG
278
Weaver Consulting Group
California
$467K
TAM
279
Trillium Asset Management
Massachusetts
$462K
HG
280
Harbor Group
New Hampshire
$459K
BFS
281
Bradley Foster & Sargent
Connecticut
$456K
AGA
282
Arkos Global Advisors
Texas
$449K
FHA
283
Flagship Harbor Advisors
Massachusetts
$443K
CFFNO
284
Common Fund For Nonprofit Organizations
Connecticut
$433K
HCM
285
Highview Capital Management
Illinois
$433K
MCFP
286
Mallini Complete Financial Planning
Florida
$432K
AWM
287
Affinity Wealth Management
Delaware
$432K
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$430K
KFP
289
KMG Fiduciary Partners
Ohio
$429K
SS
290
Sound Stewardship
Kansas
$429K
FT
291
Fiduciary Trust
Massachusetts
$428K
PI
292
PFG Investments
New York
$425K
CFG
293
Citizens Financial Group
Rhode Island
$424K
TRCT
294
Tower Research Capital (TRC)
New York
$422K
HIA
295
Harbor Investment Advisory
Maryland
$416K
PHIC
296
Pine Haven Investment Counsel
Massachusetts
$416K
WA
297
Wealth Alliance
New York
$414K
Goldman Sachs
298
Goldman Sachs
New York
$409K
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$405K
TWM
300
Tradition Wealth Management
Minnesota
$401K