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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
HCM
426
Hollencrest Capital Management
California
$114K
CIAS
427
Capital Investment Advisory Services
North Carolina
$114K
AUB
428
Atlantic Union Bankshares
Virginia
$113K
CT
429
Caldwell Trust
Florida
$109K
CA
430
Crewe Advisors
Utah
$101K
MEG
431
Millstone Evans Group
Colorado
$99.2K
ATC
432
Adirondack Trust Company
New York
$98.9K
IRC
433
Investors Research Corp
Georgia
$97.4K
PWMG
434
Prestige Wealth Management Group
New Jersey
$93.1K
Qube Research & Technologies (QRT)
435
Qube Research & Technologies (QRT)
United Kingdom
$88.4K
CTA
436
Colonial Trust Advisors
South Carolina
$88.2K
CWM
437
Cranbrook Wealth Management
Michigan
$87.8K
EPIMS
438
Evelyn Partners Investment Management Services
$85.7K
FWP
439
FAS Wealth Partners
Kansas
$83.9K
AWM
440
AE Wealth Management
Kansas
$83.8K
NB
441
NBT Bank
New York
$81.4K
VNA
442
Valley National Advisers
Pennsylvania
$76K
AssetMark Inc
443
AssetMark Inc
California
$75.8K
RPC
444
Rossmore Private Capital
Connecticut
$69K
WCM
445
Westend Capital Management
California
$68.2K
RPCA
446
Running Point Capital Advisors
California
$67.1K
PA
447
Parallel Advisors
California
$67K
CA
448
CoreCap Advisors
Michigan
$64.8K
SAM
449
Smartleaf Asset Management
Massachusetts
$63K
PTC
450
Private Trust Company
Ohio
$62K