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iShares ESG Optimized MSCI USA ETF

488 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, 194 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: 60.96%60.09% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
488
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
VWM
451
Valley Wealth Managers
New Jersey
$44.4K
LFG
452
Larson Financial Group
Missouri
$43.8K
Qube Research & Technologies (QRT)
453
Qube Research & Technologies (QRT)
United Kingdom
$43.6K
EPAM
454
Evelyn Partners Asset Management
$42.5K
CMP
455
Coston McIsaac & Partners
Maine
$42K
WWM
456
Wolff Wiese Magana
California
$41.8K
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$40.2K
T
458
Transce3nd
Texas
$33.7K
IF
459
Integrity Financial
Wyoming
$30.2K
CI
460
CX Institutional
Indiana
$29K
TSMHT
461
Thurston Springer Miller Herd & Titak
Indiana
$26.2K
PAIM
462
Punch & Associates Investment Management
Minnesota
$24.1K
BIG
463
Brooklyn Investment Group
New York
$23.6K
HWA
464
Heritage Wealth Advisors
Virginia
$20.9K
AF
465
Advisornet Financial
Minnesota
$20.8K
GSWM
466
Golden State Wealth Management
California
$19.5K
EWP
467
Elevation Wealth Partners
California
$19K
CCM
468
Chilton Capital Management
Texas
$18.4K
FP
469
Financial Perspectives
Minnesota
$18.2K
HFS
470
Hughes Financial Services
Virginia
$16.6K
ACA
471
American Capital Advisory
Idaho
$15.5K
FFA
472
Founders Financial Alliance
North Carolina
$15.2K
WPA
473
Wealth Preservation Advisors
Tennessee
$14.4K
TLA
474
Tanglewood Legacy Advisors
Texas
$13.2K
KSWA
475
Kathleen S. Wright Associates
Pennsylvania
$12.2K