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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
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$479K
AIC
277
Allodium Investment Consultants
Minnesota
$474K
KFP
278
KMG Fiduciary Partners
Ohio
$469K
SA
279
Sanctuary Advisors
Indiana
$468K
AGA
280
Arkos Global Advisors
Texas
$467K
HCM
281
Highview Capital Management
Illinois
$463K
MCFP
282
Mallini Complete Financial Planning
Florida
$463K
FHA
283
Flagship Harbor Advisors
Massachusetts
$462K
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$460K
SS
285
Sound Stewardship
Kansas
$459K
FT
286
Fiduciary Trust
Massachusetts
$458K
SC
287
Savant Capital
Illinois
$455K
PI
288
PFG Investments
New York
$455K
CFG
289
Citizens Financial Group
Rhode Island
$454K
HIA
290
Harbor Investment Advisory
Maryland
$444K
CWP
291
Corepath Wealth Partners
Arizona
$441K
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$433K
TWM
293
Tradition Wealth Management
Minnesota
$429K
PHIC
294
Pine Haven Investment Counsel
Massachusetts
$426K
CWM
295
Connecticut Wealth Management
Connecticut
$419K
IRP
296
Investment Research Partners
Pennsylvania
$418K
BFS
297
BridgePort Financial Solutions
Iowa
$416K
LI
298
LVZ Inc
Michigan
$414K
PA
299
Pinnacle Associates
New York
$413K
SHGA
300
Sand Hill Global Advisors
California
$412K