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iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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: 123 | Existing positions reduced: 189

Holders
492
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
CA
426
Crewe Advisors
Utah
$101K
MEG
427
Millstone Evans Group
Colorado
$99.2K
ATC
428
Adirondack Trust Company
New York
$98.9K
IRC
429
Investors Research Corp
Georgia
$97.4K
PWMG
430
Prestige Wealth Management Group
New Jersey
$93.1K
Qube Research & Technologies (QRT)
431
Qube Research & Technologies (QRT)
United Kingdom
$88.4K
CTA
432
Colonial Trust Advisors
South Carolina
$88.2K
CWM
433
Cranbrook Wealth Management
Michigan
$87.8K
EPIMS
434
Evelyn Partners Investment Management Services
$85.7K
FWP
435
FAS Wealth Partners
Kansas
$83.9K
AWM
436
AE Wealth Management
Kansas
$83.8K
NB
437
NBT Bank
New York
$81.4K
VNA
438
Valley National Advisers
Pennsylvania
$76K
AssetMark Inc
439
AssetMark Inc
California
$75.8K
RPC
440
Rossmore Private Capital
Connecticut
$69K
WCM
441
Westend Capital Management
California
$68.2K
RPCA
442
Running Point Capital Advisors
California
$67.1K
PA
443
Parallel Advisors
California
$67K
CA
444
CoreCap Advisors
Michigan
$64.8K
SAM
445
Smartleaf Asset Management
Massachusetts
$63K
PTC
446
Private Trust Company
Ohio
$62K
DJSG
447
D.J. St. Germain
Massachusetts
$58.5K
FRA
448
Front Row Advisors
California
$57.4K
NS
449
NBC Securities
Alabama
$55.6K
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$54.3K