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iShares ESG Optimized MSCI USA ETF

485 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: $ → $

0.87% less ownership

Funds ownership: 60.96%60.09% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
485
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
Qube Research & Technologies (QRT)
451
Qube Research & Technologies (QRT)
United Kingdom
$43.6K
CMP
452
Coston McIsaac & Partners
Maine
$42K
WWM
453
Wolff Wiese Magana
California
$41.8K
CIBC Private Wealth Group
454
CIBC Private Wealth Group
Georgia
$40.2K
T
455
Transce3nd
Texas
$33.7K
IF
456
Integrity Financial
Wyoming
$30.2K
CI
457
CX Institutional
Indiana
$29K
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$26.2K
PAIM
459
Punch & Associates Investment Management
Minnesota
$24.1K
BIG
460
Brooklyn Investment Group
New York
$23.6K
HWA
461
Heritage Wealth Advisors
Virginia
$20.9K
AF
462
Advisornet Financial
Minnesota
$20.8K
GSWM
463
Golden State Wealth Management
California
$19.5K
EWP
464
Elevation Wealth Partners
California
$19K
CCM
465
Chilton Capital Management
Texas
$18.4K
FP
466
Financial Perspectives
Minnesota
$18.2K
HFS
467
Hughes Financial Services
Virginia
$16.6K
ACA
468
American Capital Advisory
Idaho
$15.5K
FFA
469
Founders Financial Alliance
North Carolina
$15.2K
WPA
470
Wealth Preservation Advisors
Tennessee
$14.4K
TLA
471
Tanglewood Legacy Advisors
Texas
$13.2K
KSWA
472
Kathleen S. Wright Associates
Pennsylvania
$12.2K
RF
473
Rossby Financial
Florida
$10.6K
GWM
474
Grand Wealth Management
Michigan
$9.38K
RLIM
475
Red Lighthouse Investment Management
New York
$6.63K