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iShares ESG Optimized MSCI USA ETF

490 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, 195 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: $ → $

0.88% less ownership

Funds ownership: 60.99%60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
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
AIM
326
Acropolis Investment Management
Missouri
$322K
LP
327
LGL Partners
Pennsylvania
$322K
BRIA
328
Balanced Rock Investment Advisors
Massachusetts
$320K
HWA
329
HCR Wealth Advisors
California
$320K
GPA
330
Guerra Pan Advisors
New Jersey
$320K
CPA
331
Capital Performance Advisors
California
$320K
AWA
332
Arkadios Wealth Advisors
Georgia
$318K
DWM
333
Dakota Wealth Management
Florida
$317K
CAIM
334
Catherine Avery Investment Management
Florida
$316K
FA
335
Flagstar Advisors
New York
$315K
DWT
336
Dorsey & Whitney Trust
South Dakota
$311K
CIA
337
Concurrent Investment Advisors
Florida
$306K
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$304K
SWM
339
SigFig Wealth Management
California
$304K
FFN
340
Focus Financial Network
Minnesota
$302K
FPW
341
Flagship Private Wealth
Massachusetts
$298K
SG
342
StoneX Group
New York
$295K
GBT
343
Grove Bank & Trust
Florida
$295K
DT
344
Diversified Trust
Tennessee
$294K
WLIM
345
White Lighthouse Investment Management
Massachusetts
$291K
OFP
346
OLIO Financial Planning
Virginia
$291K
S
347
SignatureFD
Georgia
$289K
First Manhattan
348
First Manhattan
New York
$284K
WFS
349
WealthGarden F.S.
California
$282K
AWM
350
AllSquare Wealth Management
New York
$280K