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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
HI
376
Harbour Investments
Wisconsin
$242K
WTFG
377
Wood Tarver Financial Group
Idaho
$242K
ES
378
Eagle Strategies
New York
$241K
DC
379
Davenport & Co
Virginia
$241K
BIG
380
Boothe Investment Group
Delaware
$240K
KSB
381
Kennebec Savings Bank
Maine
$239K
MCC
382
Money Concepts Capital
Florida
$238K
PCM
383
Pointe Capital Management
Michigan
$238K
SF
384
Summit Financial
New Jersey
$236K
AO
385
Advisor OS
Illinois
$233K
VHAM
386
Van Hulzen Asset Management
California
$231K
BSSFA
387
Baron Silver Stevens Financial Advisors
Florida
$231K
ZF
388
Zhang Financial
Michigan
$230K
PWM
389
Parkshore Wealth Management
California
$230K
ACP
390
Argyle Capital Partners
California
$230K
FM
391
Family Management
New York
$229K
MA
392
MJP Associates
Connecticut
$229K
SG
393
Stanich Group
New York
$229K
LA
394
LexAurum Advisors
Kansas
$228K
PIA
395
Perennial Investment Advisors
California
$226K
HPM
396
Hoxton Planning & Management
West Virginia
$219K
BFO
397
Boston Family Office
Massachusetts
$217K
AG
398
AlTi Global
New York
$215K
MCWS
399
McKinley Carter Wealth Services
West Virginia
$213K
GA
400
Goldstein Advisors
Wisconsin
$213K