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iShares ESG Optimized MSCI USA ETF

490 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, 195 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: $ → $

0.88% less ownership

Funds ownership: 60.99%60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
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
DFA
451
DHJJ Financial Advisors
Illinois
$49.4K
HFS
452
Hantz Financial Services
Michigan
$49K
VWM
453
Valley Wealth Managers
New Jersey
$44.4K
LFG
454
Larson Financial Group
Missouri
$43.8K
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$43.6K
EPAM
456
Evelyn Partners Asset Management
$42.5K
CMP
457
Coston McIsaac & Partners
Maine
$42K
WWM
458
Wolff Wiese Magana
California
$41.8K
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$40.2K
T
460
Transce3nd
Texas
$33.7K
IF
461
Integrity Financial
Wyoming
$30.2K
CI
462
CX Institutional
Indiana
$29K
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$26.2K
PAIM
464
Punch & Associates Investment Management
Minnesota
$24.1K
BIG
465
Brooklyn Investment Group
New York
$23.6K
HWA
466
Heritage Wealth Advisors
Virginia
$20.9K
AF
467
Advisornet Financial
Minnesota
$20.8K
GSWM
468
Golden State Wealth Management
California
$19.5K
EWP
469
Elevation Wealth Partners
California
$19K
CCM
470
Chilton Capital Management
Texas
$18.4K
FP
471
Financial Perspectives
Minnesota
$18.2K
HFS
472
Hughes Financial Services
Virginia
$16.6K
ACA
473
American Capital Advisory
Idaho
$15.5K
FFA
474
Founders Financial Alliance
North Carolina
$15.2K
WPA
475
Wealth Preservation Advisors
Tennessee
$14.4K