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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
AWP
351
Axis Wealth Partners
Rhode Island
$275K
CWA
352
Consilio Wealth Advisors
Washington
$274K
LIM
353
Leavell Investment Management
Alabama
$273K
Neuberger Berman Group
354
Neuberger Berman Group
New York
$270K
CAWM
355
Capital Advisors Wealth Management
Washington
$270K
PWMG
356
Private Wealth Management Group
New Jersey
$268K
CCFM
357
Clear Creek Financial Management
Washington
$265K
NB
358
NBT Bank
New York
$264K
PIA
359
Panoramic Investment Advisors
Colorado
$263K
FFC
360
Frederick Financial Consultants
Maryland
$263K
MFG
361
Magnus Financial Group
New York
$263K
IWP
362
IAG Wealth Partners
Wisconsin
$261K
PIM
363
Penobscot Investment Management
Massachusetts
$261K
DAS
364
Dynamic Advisor Solutions
Arizona
$259K
CA
365
Cornerstone Advisory
Maryland
$258K
ATPW
366
Ashton Thomas Private Wealth
Arizona
$258K
MAC
367
Mason & Associates (California)
California
$256K
HF
368
HRT Financial
New York
$256K
TW
369
Traveka Wealth
California
$254K
FWM
370
Forza Wealth Management
Florida
$252K
WTFG
371
Wood Tarver Financial Group
Idaho
$252K
GWM
372
Geneos Wealth Management
Colorado
$252K
PAI
373
Pittenger & Anderson Inc
Nebraska
$246K
JWA
374
JFS Wealth Advisors
Pennsylvania
$243K
GVCM
375
Global View Capital Management
Wisconsin
$241K