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iShares ESG Optimized MSCI USA ETF

496 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
496
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
HR
426
Howe & Rusling
New York
$115K
HCM
427
Hollencrest Capital Management
California
$114K
CIAS
428
Capital Investment Advisory Services
North Carolina
$114K
AUB
429
Atlantic Union Bankshares
Virginia
$113K
CT
430
Caldwell Trust
Florida
$109K
CA
431
Crewe Advisors
Utah
$101K
MEG
432
Millstone Evans Group
Colorado
$99.2K
ATC
433
Adirondack Trust Company
New York
$98.9K
IRC
434
Investors Research Corp
Georgia
$97.4K
PWMG
435
Prestige Wealth Management Group
New Jersey
$93.1K
Qube Research & Technologies (QRT)
436
Qube Research & Technologies (QRT)
United Kingdom
$88.4K
CTA
437
Colonial Trust Advisors
South Carolina
$88.2K
CWM
438
Cranbrook Wealth Management
Michigan
$87.8K
EPIMS
439
Evelyn Partners Investment Management Services
$85.7K
FWP
440
FAS Wealth Partners
Kansas
$83.9K
AWM
441
AE Wealth Management
Kansas
$83.8K
NB
442
NBT Bank
New York
$81.4K
VNA
443
Valley National Advisers
Pennsylvania
$76K
AssetMark Inc
444
AssetMark Inc
California
$75.8K
RPC
445
Rossmore Private Capital
Connecticut
$69K
WCM
446
Westend Capital Management
California
$68.2K
RPCA
447
Running Point Capital Advisors
California
$67.1K
PA
448
Parallel Advisors
California
$67K
CA
449
CoreCap Advisors
Michigan
$64.8K
SAM
450
Smartleaf Asset Management
Massachusetts
$63K