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iShares ESG Optimized MSCI USA ETF

495 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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: 124 | Existing positions reduced: 190

Holders
495
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
BFO
401
Boston Family Office
Massachusetts
$217K
AG
402
AlTi Global
New York
$215K
MCWS
403
McKinley Carter Wealth Services
West Virginia
$213K
GA
404
Goldstein Advisors
Wisconsin
$213K
HTIM
405
Harbour Trust & Investment Management
Indiana
$212K
HAP
406
Harbor Asset Planning
Massachusetts
$211K
MF
407
Montis Financial
Massachusetts
$210K
PIA
408
Panoramic Investment Advisors
Colorado
$206K
SS
409
SBI Securities
Japan
$205K
PFA
410
Portland Financial Advisors
New York
$205K
SCA
411
Sulzberger Capital Advisors
Florida
$203K
BST
412
Bath Savings Trust
Maine
$203K
Bank of New York Mellon
413
Bank of New York Mellon
New York
$203K
GI
414
GLOBALT Investments
Georgia
$202K
BIA
415
Bell Investment Advisors
California
$198K
FCG
416
Financial Connections Group
California
$183K
LFASL
417
Lugano Financial Advisors SA (LFA)
Switzerland
$182K
LAMC
418
Longview Asset Management (California)
California
$182K
SWM
419
Spire Wealth Management
Virginia
$177K
GEA
420
Glen Eagle Advisors
New Jersey
$159K
FDCP
421
Foster Dykema Cabot & Partners
Massachusetts
$154K
GWSG
422
GPS Wealth Strategies Group
Colorado
$152K
FWA
423
Flagship Wealth Advisors
Massachusetts
$149K
AIA
424
Arcadia Investment Advisors
Idaho
$132K
HR
425
Howe & Rusling
New York
$115K