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