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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

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

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
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
26
Fund Evaluation Group
Ohio
$17.6M +$778K +5,960 +5%
WIA
27
World Investment Advisors
California
$13.8M -$584K -4,474 -4%
FF
28
Farrow Financial
Vermont
$13.3M +$90.9K +696 +0.7%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$13M +$101K +771 +0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$12.7M +$3.74M +28,670 +44%
QC
31
Quent Capital
New York
$12.6M -$295K -2,255 -2%
HighTower Advisors
32
HighTower Advisors
Illinois
$12M -$193K -1,474 -2%
SA
33
Stewardship Advisors
Pennsylvania
$11.9M -$731K -5,597 -6%
US Bancorp
34
US Bancorp
Minnesota
$10.7M -$6.09M -46,653 -37%
COCM
35
Charter Oak Capital Management
New Hampshire
$10M -$233K -1,781 -2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$9.07M -$184K -1,405 -2%
EI
37
eCIO Inc
Wisconsin
$8.98M +$1.05M +8,048 +14%
Northern Trust
38
Northern Trust
Illinois
$8.65M -$64.7K -495 -0.8%
CG
39
Corundum Group
Colorado
$8.54M -$146K -1,121 -2%
RFC
40
Regions Financial Corp
Alabama
$8.03M -$53.9K -413 -0.7%
NA
41
NewEdge Advisors
Louisiana
$8.02M +$795K +6,084 +11%
AI
42
Accredited Investors
Minnesota
$7.68M +$137K +1,051 +2%
KeyBank National Association
43
KeyBank National Association
Ohio
$7.29M -$66.7K -511 -0.9%
Goldman Sachs
44
Goldman Sachs
New York
$6.83M +$6.15M +47,111 +1,459%
ECA
45
Elevation Capital Advisory
Oregon
$6.83M +$6.57M +50,320 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.74M -$371K -2,843 -5%
ASN
47
Advisory Services Network
Georgia
$6.7M +$263K +2,011 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$6.61M +$305K +2,333 +5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$6.39M -$758K -5,801 -11%
Osaic Holdings
50
Osaic Holdings
Arizona
$6.34M -$112K -860 -2%