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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
LP
326
LGL Partners
Pennsylvania
$322K
BRIA
327
Balanced Rock Investment Advisors
Massachusetts
$320K
HWA
328
HCR Wealth Advisors
California
$320K
CPA
329
Capital Performance Advisors
California
$320K
GPA
330
Guerra Pan Advisors
New Jersey
$320K
AWA
331
Arkadios Wealth Advisors
Georgia
$318K
DWM
332
Dakota Wealth Management
Florida
$317K
FA
333
Flagstar Advisors
New York
$315K
DWT
334
Dorsey & Whitney Trust
South Dakota
$311K
CIA
335
Concurrent Investment Advisors
Florida
$306K
BHWM
336
Bar Harbor Wealth Management
New Hampshire
$304K
SWM
337
SigFig Wealth Management
California
$304K
FFN
338
Focus Financial Network
Minnesota
$302K
FPW
339
Flagship Private Wealth
Massachusetts
$298K
SG
340
StoneX Group
New York
$295K
GBT
341
Grove Bank & Trust
Florida
$295K
DT
342
Diversified Trust
Tennessee
$294K
WLIM
343
White Lighthouse Investment Management
Massachusetts
$291K
OFP
344
OLIO Financial Planning
Virginia
$291K
S
345
SignatureFD
Georgia
$289K
First Manhattan
346
First Manhattan
New York
$284K
WFS
347
WealthGarden F.S.
California
$282K
AWM
348
AllSquare Wealth Management
New York
$280K
AWP
349
Axis Wealth Partners
Rhode Island
$275K
CWA
350
Consilio Wealth Advisors
Washington
$274K