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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
GPA
326
Guerra Pan Advisors
New Jersey
$343K
FCIM
327
Fairview Capital Investment Management
California
$342K
AWA
328
Arkadios Wealth Advisors
Georgia
$341K
DWM
329
Dakota Wealth Management
Florida
$340K
LP
330
LGL Partners
Pennsylvania
$339K
CAIM
331
Catherine Avery Investment Management
Florida
$338K
DWT
332
Dorsey & Whitney Trust
South Dakota
$332K
BRIA
333
Balanced Rock Investment Advisors
Massachusetts
$329K
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
AIM
335
Acropolis Investment Management
Missouri
$322K
FPW
336
Flagship Private Wealth
Massachusetts
$320K
BHWM
337
Bar Harbor Wealth Management
New Hampshire
$318K
GBT
338
Grove Bank & Trust
Florida
$316K
DT
339
Diversified Trust
Tennessee
$315K
FFN
340
Focus Financial Network
Minnesota
$313K
WLIM
341
White Lighthouse Investment Management
Massachusetts
$312K
OFP
342
OLIO Financial Planning
Virginia
$311K
S
343
SignatureFD
Georgia
$309K
DAS
344
Diversify Advisory Services
Utah
$305K
PGAM
345
Princeton Global Asset Management
New Jersey
$304K
First Manhattan
346
First Manhattan
New York
$304K
WFS
347
WealthGarden F.S.
California
$300K
FWM
348
Forza Wealth Management
Florida
$297K
CWA
349
Consilio Wealth Advisors
Washington
$296K
LIM
350
Leavell Investment Management
Alabama
$292K