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iShares ESG Optimized MSCI USA ETF

485 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: $ → $

0.87% less ownership

Funds ownership: 60.96%60.09% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
485
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
PGAM
401
Princeton Global Asset Management
New Jersey
$211K
SS
402
Sunbelt Securities
Texas
$208K
SF
403
Summit Financial
New Jersey
$207K
Bank of New York Mellon
404
Bank of New York Mellon
New York
$205K
HPM
405
Hoxton Planning & Management
West Virginia
$204K
RIS
406
Retirement Income Solutions
Michigan
$204K
BFO
407
Boston Family Office
Massachusetts
$203K
LAMC
408
Longview Asset Management (California)
California
$175K
FCG
409
Financial Connections Group
California
$171K
LFASL
410
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
SWM
411
Spire Wealth Management
Virginia
$165K
GWSG
412
GPS Wealth Strategies Group
Colorado
$161K
GEA
413
Glen Eagle Advisors
New Jersey
$145K
FDCP
414
Foster Dykema Cabot & Partners
Massachusetts
$144K
SS
415
SBI Securities
Japan
$138K
AIA
416
Arcadia Investment Advisors
Idaho
$124K
OWA
417
Opal Wealth Advisors
New York
$116K
AAS
418
Ameritas Advisory Services
Nebraska
$111K
CIAS
419
Capital Investment Advisory Services
North Carolina
$110K
FWA
420
Flagship Wealth Advisors
Massachusetts
$110K
CWM
421
Cranbrook Wealth Management
Michigan
$108K
HR
422
Howe & Rusling
New York
$108K
HCM
423
Hollencrest Capital Management
California
$107K
AUB
424
Atlantic Union Bankshares
Virginia
$105K
CT
425
Caldwell Trust
Florida
$101K