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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
DFA
451
DHJJ Financial Advisors
Illinois
$52.9K
VWM
452
Valley Wealth Managers
New Jersey
$47.5K
HFS
453
Hantz Financial Services
Michigan
$47K
EPAM
454
Evelyn Partners Asset Management
$45.4K
CMP
455
Coston McIsaac & Partners
Maine
$45K
CIBC Private Wealth Group
456
CIBC Private Wealth Group
Georgia
$43K
RFP
457
Root Financial Partners
California
$40.7K
WTA
458
Washington Trust Advisors
Massachusetts
$33.9K
IF
459
Integrity Financial
Wyoming
$32.4K
CI
460
CX Institutional
Indiana
$32K
CF
461
Collier Financial
Colorado
$26.6K
PAIM
462
Punch & Associates Investment Management
Minnesota
$25.8K
FLP
463
Financial Life Planners
Arizona
$25.1K
LFG
464
Larson Financial Group
Missouri
$24.7K
TCM
465
Triumph Capital Management
Colorado
$22.5K
HWA
466
Heritage Wealth Advisors
Virginia
$22.4K
AF
467
Advisornet Financial
Minnesota
$22.3K
EWP
468
Elevation Wealth Partners
California
$20.3K
CCM
469
Chilton Capital Management
Texas
$19.7K
FP
470
Financial Perspectives
Minnesota
$19.6K
HFS
471
Hughes Financial Services
Virginia
$17.9K
GSWM
472
Golden State Wealth Management
California
$17.8K
ACA
473
American Capital Advisory
Idaho
$16.6K
FFA
474
Founders Financial Alliance
North Carolina
$16.3K
WPA
475
Wealth Preservation Advisors
Tennessee
$15.5K