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iShares ESG Optimized MSCI USA ETF

497 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
497
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
SAM
451
Smartleaf Asset Management
Massachusetts
$63K
PTC
452
Private Trust Company
Ohio
$62K
DJSG
453
D.J. St. Germain
Massachusetts
$58.5K
FRA
454
Front Row Advisors
California
$57.4K
NS
455
NBC Securities
Alabama
$55.6K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$54.3K
DFA
457
DHJJ Financial Advisors
Illinois
$52.9K
VWM
458
Valley Wealth Managers
New Jersey
$47.5K
HFS
459
Hantz Financial Services
Michigan
$47K
EPAM
460
Evelyn Partners Asset Management
$45.4K
CMP
461
Coston McIsaac & Partners
Maine
$45K
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$43K
RFP
463
Root Financial Partners
California
$40.7K
WTA
464
Washington Trust Advisors
Massachusetts
$33.9K
IF
465
Integrity Financial
Wyoming
$32.4K
CI
466
CX Institutional
Indiana
$32K
CF
467
Collier Financial
Colorado
$26.6K
PAIM
468
Punch & Associates Investment Management
Minnesota
$25.8K
FLP
469
Financial Life Planners
Arizona
$25.1K
LFG
470
Larson Financial Group
Missouri
$24.7K
HWA
471
Heritage Wealth Advisors
Virginia
$22.4K
AF
472
Advisornet Financial
Minnesota
$22.3K
EWP
473
Elevation Wealth Partners
California
$20.3K
CCM
474
Chilton Capital Management
Texas
$19.7K
FP
475
Financial Perspectives
Minnesota
$19.6K