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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
HA
376
Harfst & Associates
Wyoming
$240K
CP
377
Creekside Partners
California
$237K
HAP
378
Harbor Asset Planning
Massachusetts
$236K
HI
379
Harbour Investments
Wisconsin
$234K
FI
380
Financial Insights
Washington
$233K
RWM
381
Refined Wealth Management
Utah
$232K
EPP
382
ETF Portfolio Partners
Kansas
$231K
ES
383
Eagle Strategies
New York
$230K
BIG
384
Boothe Investment Group
Delaware
$229K
OC
385
Oppenheimer & Co
New York
$228K
BIA
386
Bell Investment Advisors
California
$226K
BSSFA
387
Baron Silver Stevens Financial Advisors
Florida
$225K
MCC
388
Money Concepts Capital
Florida
$223K
PCM
389
Pointe Capital Management
Michigan
$222K
AO
390
Advisor OS
Illinois
$217K
VHAM
391
Van Hulzen Asset Management
California
$216K
Renaissance Technologies
392
Renaissance Technologies
New York
$215K
ZF
393
Zhang Financial
Michigan
$215K
PWM
394
Parkshore Wealth Management
California
$215K
KSB
395
Kennebec Savings Bank
Maine
$215K
ACP
396
Argyle Capital Partners
California
$215K
SG
397
Stanich Group
New York
$214K
FM
398
Family Management
New York
$214K
MA
399
MJP Associates
Connecticut
$213K
LA
400
LexAurum Advisors
Kansas
$213K