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iShares ESG Optimized MSCI USA ETF

488 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, 194 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: 60.96%60.09% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
488
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
PIA
401
Perennial Investment Advisors
California
$211K
PGAM
402
Princeton Global Asset Management
New Jersey
$211K
SS
403
Sunbelt Securities
Texas
$208K
SF
404
Summit Financial
New Jersey
$207K
Bank of New York Mellon
405
Bank of New York Mellon
New York
$205K
HPM
406
Hoxton Planning & Management
West Virginia
$204K
RIS
407
Retirement Income Solutions
Michigan
$204K
BFO
408
Boston Family Office
Massachusetts
$203K
LAMC
409
Longview Asset Management (California)
California
$175K
FCG
410
Financial Connections Group
California
$171K
LFASL
411
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
SWM
412
Spire Wealth Management
Virginia
$165K
GWSG
413
GPS Wealth Strategies Group
Colorado
$161K
GEA
414
Glen Eagle Advisors
New Jersey
$145K
FDCP
415
Foster Dykema Cabot & Partners
Massachusetts
$144K
SS
416
SBI Securities
Japan
$138K
AIA
417
Arcadia Investment Advisors
Idaho
$124K
OWA
418
Opal Wealth Advisors
New York
$116K
AAS
419
Ameritas Advisory Services
Nebraska
$111K
CIAS
420
Capital Investment Advisory Services
North Carolina
$110K
FWA
421
Flagship Wealth Advisors
Massachusetts
$110K
CWM
422
Cranbrook Wealth Management
Michigan
$108K
HR
423
Howe & Rusling
New York
$108K
HCM
424
Hollencrest Capital Management
California
$107K
AUB
425
Atlantic Union Bankshares
Virginia
$105K