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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
CA
426
Crewe Advisors
Utah
$94.3K
MEG
427
Millstone Evans Group
Colorado
$92.7K
ATC
428
Adirondack Trust Company
New York
$92.4K
PWMG
429
Prestige Wealth Management Group
New Jersey
$87K
AWM
430
AE Wealth Management
Kansas
$84.3K
CTA
431
Colonial Trust Advisors
South Carolina
$82.4K
IRC
432
Investors Research Corp
Georgia
$81.8K
FWP
433
FAS Wealth Partners
Kansas
$78.2K
VNA
434
Valley National Advisers
Pennsylvania
$71K
AssetMark Inc
435
AssetMark Inc
California
$69K
CWP
436
Concord Wealth Partners
Virginia
$68.4K
GWANC
437
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.7K
WCM
438
Westend Capital Management
California
$63.8K
RPCA
439
Running Point Capital Advisors
California
$62.7K
PA
440
Parallel Advisors
California
$62.6K
CA
441
CoreCap Advisors
Michigan
$60.6K
SAM
442
Smartleaf Asset Management
Massachusetts
$58.7K
PTC
443
Private Trust Company
Ohio
$57.9K
DJSG
444
D.J. St. Germain
Massachusetts
$54.6K
FRA
445
Front Row Advisors
California
$53.6K
NS
446
NBC Securities
Alabama
$51K
DFA
447
DHJJ Financial Advisors
Illinois
$49.4K
HFS
448
Hantz Financial Services
Michigan
$49K
VWM
449
Valley Wealth Managers
New Jersey
$44.4K
LFG
450
Larson Financial Group
Missouri
$43.8K