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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
AWP
351
Axis Wealth Partners
Rhode Island
$287K
Neuberger Berman Group
352
Neuberger Berman Group
New York
$285K
MFG
353
Magnus Financial Group
New York
$282K
FFC
354
Frederick Financial Consultants
Maryland
$281K
SWM
355
SigFig Wealth Management
California
$281K
PIM
356
Penobscot Investment Management
Massachusetts
$279K
DAS
357
Dynamic Advisor Solutions
Arizona
$278K
CA
358
Cornerstone Advisory
Maryland
$277K
IWP
359
IAG Wealth Partners
Wisconsin
$276K
AWM
360
Affinity Wealth Management
Delaware
$275K
CAWM
361
Capital Advisors Wealth Management
Washington
$275K
MAC
362
Mason & Associates (California)
California
$274K
PWMG
363
Private Wealth Management Group
New Jersey
$274K
TW
364
Traveka Wealth
California
$271K
GWM
365
Geneos Wealth Management
Colorado
$269K
PAI
366
Pittenger & Anderson Inc
Nebraska
$263K
JSW
367
Journey Strategic Wealth
New Jersey
$262K
AQR Capital Management
368
AQR Capital Management
Connecticut
$262K
JWA
369
JFS Wealth Advisors
Pennsylvania
$260K
EF
370
Empowered Funds
Pennsylvania
$258K
CIM
371
Cambria Investment Management
California
$258K
MCM
372
Mill Capital Management
North Carolina
$258K
EPP
373
ETF Portfolio Partners
Kansas
$256K
RIS
374
Retirement Income Solutions
Michigan
$255K
CP
375
Creekside Partners
California
$254K