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iShares ESG Optimized MSCI USA ETF

496 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
496
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
CP
376
Creekside Partners
California
$254K
CCFM
377
Clear Creek Financial Management
Washington
$252K
RWM
378
Refined Wealth Management
Utah
$249K
HA
379
Harfst & Associates
Wyoming
$246K
RCAG
380
Rehmann Capital Advisory Group
Michigan
$243K
HI
381
Harbour Investments
Wisconsin
$242K
WTFG
382
Wood Tarver Financial Group
Idaho
$242K
ES
383
Eagle Strategies
New York
$241K
DC
384
Davenport & Co
Virginia
$241K
BIG
385
Boothe Investment Group
Delaware
$240K
KSB
386
Kennebec Savings Bank
Maine
$239K
MCC
387
Money Concepts Capital
Florida
$238K
PCM
388
Pointe Capital Management
Michigan
$238K
SF
389
Summit Financial
New Jersey
$236K
AO
390
Advisor OS
Illinois
$233K
VHAM
391
Van Hulzen Asset Management
California
$231K
BSSFA
392
Baron Silver Stevens Financial Advisors
Florida
$231K
ZF
393
Zhang Financial
Michigan
$230K
PWM
394
Parkshore Wealth Management
California
$230K
ACP
395
Argyle Capital Partners
California
$230K
FM
396
Family Management
New York
$229K
MA
397
MJP Associates
Connecticut
$229K
SG
398
Stanich Group
New York
$229K
LA
399
LexAurum Advisors
Kansas
$228K
PIA
400
Perennial Investment Advisors
California
$226K