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iShares ESG Optimized MSCI USA ETF

495 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
495
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
DJSG
451
D.J. St. Germain
Massachusetts
$58.5K
FRA
452
Front Row Advisors
California
$57.4K
NS
453
NBC Securities
Alabama
$55.6K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$54.3K
DFA
455
DHJJ Financial Advisors
Illinois
$52.9K
VWM
456
Valley Wealth Managers
New Jersey
$47.5K
HFS
457
Hantz Financial Services
Michigan
$47K
EPAM
458
Evelyn Partners Asset Management
$45.4K
CMP
459
Coston McIsaac & Partners
Maine
$45K
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$43K
RFP
461
Root Financial Partners
California
$40.7K
WTA
462
Washington Trust Advisors
Massachusetts
$33.9K
IF
463
Integrity Financial
Wyoming
$32.4K
CI
464
CX Institutional
Indiana
$32K
CF
465
Collier Financial
Colorado
$26.6K
PAIM
466
Punch & Associates Investment Management
Minnesota
$25.8K
FLP
467
Financial Life Planners
Arizona
$25.1K
LFG
468
Larson Financial Group
Missouri
$24.7K
HWA
469
Heritage Wealth Advisors
Virginia
$22.4K
AF
470
Advisornet Financial
Minnesota
$22.3K
EWP
471
Elevation Wealth Partners
California
$20.3K
CCM
472
Chilton Capital Management
Texas
$19.7K
FP
473
Financial Perspectives
Minnesota
$19.6K
HFS
474
Hughes Financial Services
Virginia
$17.9K
GSWM
475
Golden State Wealth Management
California
$17.8K