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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
DF
301
Dunhill Financial
United Kingdom
$394K
CWM
302
Connecticut Wealth Management
Connecticut
$391K
NI
303
Natural Investments
California
$387K
LI
304
LVZ Inc
Michigan
$387K
SHGA
305
Sand Hill Global Advisors
California
$385K
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$382K
SDJVC
307
St. Denis J. Villere & Co
Louisiana
$380K
OFG
308
Oxford Financial Group
Indiana
$380K
BFS
309
BridgePort Financial Solutions
Iowa
$373K
Empower Advisory Group
310
Empower Advisory Group
Colorado
$372K
MFS
311
McNamara Financial Services
Massachusetts
$366K
FFW
312
Fusion Family Wealth
New York
$366K
AFO
313
Arrowroot Family Office
California
$365K
Envestnet Portfolio Solutions
314
Envestnet Portfolio Solutions
Illinois
$358K
BCWM
315
Bartlett & Co Wealth Management
Ohio
$350K
WA
316
Wealth Architects
California
$347K
KLI
317
Kelman-Lazarov Inc
Tennessee
$345K
FCIM
318
Fairview Capital Investment Management
California
$345K
KA
319
Klingman & Associates
New York
$341K
FWCM
320
Ferguson Wellman Capital Management
Oregon
$339K
ABC
321
Associated Banc-Corp
Wisconsin
$333K
AA
322
Aufman Associates
Pennsylvania
$331K
SF
323
SWP Financial
California
$331K
HPA
324
High Probability Advisors
New York
$327K
AIM
325
Acropolis Investment Management
Missouri
$322K