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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
PFP
376
Pinnacle Financial Partners
Tennessee
$241K
MCM
377
Mill Capital Management
North Carolina
$241K
HA
378
Harfst & Associates
Wyoming
$240K
CP
379
Creekside Partners
California
$237K
HAP
380
Harbor Asset Planning
Massachusetts
$236K
HI
381
Harbour Investments
Wisconsin
$234K
FI
382
Financial Insights
Washington
$233K
RWM
383
Refined Wealth Management
Utah
$232K
EPP
384
ETF Portfolio Partners
Kansas
$231K
ES
385
Eagle Strategies
New York
$230K
BIG
386
Boothe Investment Group
Delaware
$229K
OC
387
Oppenheimer & Co
New York
$228K
BIA
388
Bell Investment Advisors
California
$226K
BSSFA
389
Baron Silver Stevens Financial Advisors
Florida
$225K
MCC
390
Money Concepts Capital
Florida
$223K
PCM
391
Pointe Capital Management
Michigan
$222K
AO
392
Advisor OS
Illinois
$217K
VHAM
393
Van Hulzen Asset Management
California
$216K
Renaissance Technologies
394
Renaissance Technologies
New York
$215K
ZF
395
Zhang Financial
Michigan
$215K
PWM
396
Parkshore Wealth Management
California
$215K
KSB
397
Kennebec Savings Bank
Maine
$215K
ACP
398
Argyle Capital Partners
California
$215K
SG
399
Stanich Group
New York
$214K
FM
400
Family Management
New York
$214K