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iShares ESG Optimized MSCI USA ETF

497 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

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

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
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
401
Perennial Investment Advisors
California
$226K +$131 +1 +0.1%
HPM
402
Hoxton Planning & Management
West Virginia
$219K
BFO
403
Boston Family Office
Massachusetts
$217K
AG
404
AlTi Global
New York
$215K +$207K +1,588 New
MCWS
405
McKinley Carter Wealth Services
West Virginia
$213K +$205K +1,572 New
GA
406
Goldstein Advisors
Wisconsin
$213K +$205K +1,570 New
HTIM
407
Harbour Trust & Investment Management
Indiana
$212K +$204K +1,564 New
HAP
408
Harbor Asset Planning
Massachusetts
$211K -$40K -306 -16%
MF
409
Montis Financial
Massachusetts
$210K +$203K +1,551 New
PIA
410
Panoramic Investment Advisors
Colorado
$206K -$73.3K -561 -27%
SS
411
SBI Securities
Japan
$205K +$56K +429 +40%
PFA
412
Portland Financial Advisors
New York
$205K +$197K +1,510 New
BST
413
Bath Savings Trust
Maine
$203K +$196K +1,500 New
SCA
414
Sulzberger Capital Advisors
Florida
$203K +$196K +1,500 New
Bank of New York Mellon
415
Bank of New York Mellon
New York
$203K -$15K -115 -7%
GI
416
GLOBALT Investments
Georgia
$202K +$195K +1,492 New
BIA
417
Bell Investment Advisors
California
$198K -$42.7K -327 -18%
FCG
418
Financial Connections Group
California
$183K
LFASL
419
Lugano Financial Advisors SA (LFA)
Switzerland
$182K
LAMC
420
Longview Asset Management (California)
California
$182K -$5.88K -45 -3%
SWM
421
Spire Wealth Management
Virginia
$177K
GEA
422
Glen Eagle Advisors
New Jersey
$159K +$3.79K +29 +3%
FDCP
423
Foster Dykema Cabot & Partners
Massachusetts
$154K
GWSG
424
GPS Wealth Strategies Group
Colorado
$152K -$19.3K -148 -12%
FWA
425
Flagship Wealth Advisors
Massachusetts
$149K +$29.9K +229 +26%