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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
CCFM
376
Clear Creek Financial Management
Washington
$252K
RWM
377
Refined Wealth Management
Utah
$249K
HA
378
Harfst & Associates
Wyoming
$246K
RCAG
379
Rehmann Capital Advisory Group
Michigan
$243K
HI
380
Harbour Investments
Wisconsin
$242K
WTFG
381
Wood Tarver Financial Group
Idaho
$242K
ES
382
Eagle Strategies
New York
$241K
DC
383
Davenport & Co
Virginia
$241K
BIG
384
Boothe Investment Group
Delaware
$240K
KSB
385
Kennebec Savings Bank
Maine
$239K
MCC
386
Money Concepts Capital
Florida
$238K
PCM
387
Pointe Capital Management
Michigan
$238K
SF
388
Summit Financial
New Jersey
$236K
AO
389
Advisor OS
Illinois
$233K
VHAM
390
Van Hulzen Asset Management
California
$231K
BSSFA
391
Baron Silver Stevens Financial Advisors
Florida
$231K
ZF
392
Zhang Financial
Michigan
$230K
PWM
393
Parkshore Wealth Management
California
$230K
ACP
394
Argyle Capital Partners
California
$230K
FM
395
Family Management
New York
$229K
MA
396
MJP Associates
Connecticut
$229K
SG
397
Stanich Group
New York
$229K
LA
398
LexAurum Advisors
Kansas
$228K
PIA
399
Perennial Investment Advisors
California
$226K
HPM
400
Hoxton Planning & Management
West Virginia
$219K