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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
HTIM
401
Harbour Trust & Investment Management
Indiana
$212K
HAP
402
Harbor Asset Planning
Massachusetts
$211K
MF
403
Montis Financial
Massachusetts
$210K
PIA
404
Panoramic Investment Advisors
Colorado
$206K
SS
405
SBI Securities
Japan
$205K
PFA
406
Portland Financial Advisors
New York
$205K
BST
407
Bath Savings Trust
Maine
$203K
SCA
408
Sulzberger Capital Advisors
Florida
$203K
Bank of New York Mellon
409
Bank of New York Mellon
New York
$203K
GI
410
GLOBALT Investments
Georgia
$202K
BIA
411
Bell Investment Advisors
California
$198K
FCG
412
Financial Connections Group
California
$183K
LFASL
413
Lugano Financial Advisors SA (LFA)
Switzerland
$182K
LAMC
414
Longview Asset Management (California)
California
$182K
SWM
415
Spire Wealth Management
Virginia
$177K
GEA
416
Glen Eagle Advisors
New Jersey
$159K
FDCP
417
Foster Dykema Cabot & Partners
Massachusetts
$154K
GWSG
418
GPS Wealth Strategies Group
Colorado
$152K
FWA
419
Flagship Wealth Advisors
Massachusetts
$149K
AIA
420
Arcadia Investment Advisors
Idaho
$132K
HR
421
Howe & Rusling
New York
$115K
HCM
422
Hollencrest Capital Management
California
$114K
CIAS
423
Capital Investment Advisory Services
North Carolina
$114K
AUB
424
Atlantic Union Bankshares
Virginia
$113K
CT
425
Caldwell Trust
Florida
$109K