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iShares ESG Optimized MSCI USA ETF

484 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 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: $ → $

1.44% less ownership

Funds ownership: 60.96%59.53% (-1.4%)

39% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 194

Holders
484
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
US Bancorp
26
US Bancorp
Minnesota
$15.9M
FEG
27
Fund Evaluation Group
Ohio
$15.7M
WIA
28
World Investment Advisors
California
$13.5M
FF
29
Farrow Financial
Vermont
$12.4M
QC
30
Quent Capital
New York
$12.1M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.1M
SA
32
Stewardship Advisors
Pennsylvania
$11.8M
HighTower Advisors
33
HighTower Advisors
Illinois
$11.4M
COCM
34
Charter Oak Capital Management
New Hampshire
$9.6M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.65M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$8.25M
Northern Trust
37
Northern Trust
Illinois
$8.15M
CG
38
Corundum Group
Colorado
$8.12M
RFC
39
Regions Financial Corp
Alabama
$7.56M
EI
40
eCIO Inc
Wisconsin
$7.37M
AI
41
Accredited Investors
Minnesota
$7.05M
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$7M
KeyBank National Association
43
KeyBank National Association
Ohio
$6.88M
NA
44
NewEdge Advisors
Louisiana
$6.73M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$6.71M
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.66M
Osaic Holdings
47
Osaic Holdings
Arizona
$6.29M
Creative Planning
48
Creative Planning
Kansas
$6.11M
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$6.09M
ASN
50
Advisory Services Network
Georgia
$6.09M