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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
MA
401
MJP Associates
Connecticut
$213K
LA
402
LexAurum Advisors
Kansas
$213K
PIA
403
Perennial Investment Advisors
California
$211K
PGAM
404
Princeton Global Asset Management
New Jersey
$211K
SS
405
Sunbelt Securities
Texas
$208K
SF
406
Summit Financial
New Jersey
$207K
Bank of New York Mellon
407
Bank of New York Mellon
New York
$205K
HPM
408
Hoxton Planning & Management
West Virginia
$204K
RIS
409
Retirement Income Solutions
Michigan
$204K
BFO
410
Boston Family Office
Massachusetts
$203K
LAMC
411
Longview Asset Management (California)
California
$175K
FCG
412
Financial Connections Group
California
$171K
LFASL
413
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
SWM
414
Spire Wealth Management
Virginia
$165K
GWSG
415
GPS Wealth Strategies Group
Colorado
$161K
GEA
416
Glen Eagle Advisors
New Jersey
$145K
FDCP
417
Foster Dykema Cabot & Partners
Massachusetts
$144K
SS
418
SBI Securities
Japan
$138K
AIA
419
Arcadia Investment Advisors
Idaho
$124K
OWA
420
Opal Wealth Advisors
New York
$116K
AAS
421
Ameritas Advisory Services
Nebraska
$111K
CIAS
422
Capital Investment Advisory Services
North Carolina
$110K
FWA
423
Flagship Wealth Advisors
Massachusetts
$110K
CWM
424
Cranbrook Wealth Management
Michigan
$108K
HR
425
Howe & Rusling
New York
$108K