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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

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
497
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
AIA
426
Arcadia Investment Advisors
Idaho
$132K
HR
427
Howe & Rusling
New York
$115K
HCM
428
Hollencrest Capital Management
California
$114K
CIAS
429
Capital Investment Advisory Services
North Carolina
$114K
AUB
430
Atlantic Union Bankshares
Virginia
$113K
CT
431
Caldwell Trust
Florida
$109K
CA
432
Crewe Advisors
Utah
$101K
MEG
433
Millstone Evans Group
Colorado
$99.2K
ATC
434
Adirondack Trust Company
New York
$98.9K
IRC
435
Investors Research Corp
Georgia
$97.4K
PWMG
436
Prestige Wealth Management Group
New Jersey
$93.1K
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
$88.4K
CTA
438
Colonial Trust Advisors
South Carolina
$88.2K
CWM
439
Cranbrook Wealth Management
Michigan
$87.8K
EPIMS
440
Evelyn Partners Investment Management Services
$85.7K
FWP
441
FAS Wealth Partners
Kansas
$83.9K
AWM
442
AE Wealth Management
Kansas
$83.8K
NB
443
NBT Bank
New York
$81.4K
VNA
444
Valley National Advisers
Pennsylvania
$76K
AssetMark Inc
445
AssetMark Inc
California
$75.8K
RPC
446
Rossmore Private Capital
Connecticut
$69K
WCM
447
Westend Capital Management
California
$68.2K
RPCA
448
Running Point Capital Advisors
California
$67.1K
PA
449
Parallel Advisors
California
$67K
CA
450
CoreCap Advisors
Michigan
$64.8K