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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
PTC
451
Private Trust Company
Ohio
$62K
DJSG
452
D.J. St. Germain
Massachusetts
$58.5K
FRA
453
Front Row Advisors
California
$57.4K
NS
454
NBC Securities
Alabama
$55.6K
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$54.3K
DFA
456
DHJJ Financial Advisors
Illinois
$52.9K
VWM
457
Valley Wealth Managers
New Jersey
$47.5K
HFS
458
Hantz Financial Services
Michigan
$47K
EPAM
459
Evelyn Partners Asset Management
$45.4K
CMP
460
Coston McIsaac & Partners
Maine
$45K
CIBC Private Wealth Group
461
CIBC Private Wealth Group
Georgia
$43K
RFP
462
Root Financial Partners
California
$40.7K
WTA
463
Washington Trust Advisors
Massachusetts
$33.9K
IF
464
Integrity Financial
Wyoming
$32.4K
CI
465
CX Institutional
Indiana
$32K
CF
466
Collier Financial
Colorado
$26.6K
PAIM
467
Punch & Associates Investment Management
Minnesota
$25.8K
FLP
468
Financial Life Planners
Arizona
$25.1K
LFG
469
Larson Financial Group
Missouri
$24.7K
HWA
470
Heritage Wealth Advisors
Virginia
$22.4K
AF
471
Advisornet Financial
Minnesota
$22.3K
EWP
472
Elevation Wealth Partners
California
$20.3K
CCM
473
Chilton Capital Management
Texas
$19.7K
FP
474
Financial Perspectives
Minnesota
$19.6K
HFS
475
Hughes Financial Services
Virginia
$17.9K