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iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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: 123 | Existing positions reduced: 189

Holders
492
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
SWM
351
SigFig Wealth Management
California
$281K
PIM
352
Penobscot Investment Management
Massachusetts
$279K
DAS
353
Dynamic Advisor Solutions
Arizona
$278K
CA
354
Cornerstone Advisory
Maryland
$277K
IWP
355
IAG Wealth Partners
Wisconsin
$276K
AWM
356
Affinity Wealth Management
Delaware
$275K
CAWM
357
Capital Advisors Wealth Management
Washington
$275K
MAC
358
Mason & Associates (California)
California
$274K
PWMG
359
Private Wealth Management Group
New Jersey
$274K
TW
360
Traveka Wealth
California
$271K
GWM
361
Geneos Wealth Management
Colorado
$269K
PAI
362
Pittenger & Anderson Inc
Nebraska
$263K
JSW
363
Journey Strategic Wealth
New Jersey
$262K
AQR Capital Management
364
AQR Capital Management
Connecticut
$262K
JWA
365
JFS Wealth Advisors
Pennsylvania
$260K
EF
366
Empowered Funds
Pennsylvania
$258K
CIM
367
Cambria Investment Management
California
$258K
MCM
368
Mill Capital Management
North Carolina
$258K
EPP
369
ETF Portfolio Partners
Kansas
$256K
RIS
370
Retirement Income Solutions
Michigan
$255K
CP
371
Creekside Partners
California
$254K
CCFM
372
Clear Creek Financial Management
Washington
$252K
RWM
373
Refined Wealth Management
Utah
$249K
HA
374
Harfst & Associates
Wyoming
$246K
RCAG
375
Rehmann Capital Advisory Group
Michigan
$243K