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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
SDJVC
301
St. Denis J. Villere & Co
Louisiana
$407K
OFG
302
Oxford Financial Group
Indiana
$407K
FFA
303
First Foundation Advisors
California
$394K
MFS
304
McNamara Financial Services
Massachusetts
$392K
FFW
305
Fusion Family Wealth
New York
$391K
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$391K
AFO
307
Arrowroot Family Office
California
$391K
SPC
308
Sigma Planning Corp
Michigan
$383K
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$381K
PFP
310
Pinnacle Financial Partners
Tennessee
$378K
ABC
311
Associated Banc-Corp
Wisconsin
$378K
WWM
312
WJ Wealth Management
Arizona
$377K
BCWM
313
Bartlett & Co Wealth Management
Ohio
$374K
WA
314
Wealth Architects
California
$371K
KA
315
Klingman & Associates
New York
$365K
KLI
316
Kelman-Lazarov Inc
Tennessee
$364K
FWCM
317
Ferguson Wellman Capital Management
Oregon
$363K
DF
318
Dunhill Financial
United Kingdom
$360K
CIA
319
Concurrent Investment Advisors
Florida
$360K
AA
320
Aufman Associates
Pennsylvania
$351K
SF
321
SWP Financial
California
$350K
HPA
322
High Probability Advisors
New York
$348K
HWA
323
HCR Wealth Advisors
California
$348K
Empower Advisory Group
324
Empower Advisory Group
Colorado
$343K
CPA
325
Capital Performance Advisors
California
$343K