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iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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: 123 | Existing positions reduced: 189

Holders
492
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
TLA
476
Tanglewood Legacy Advisors
Texas
$14.1K
KSWA
477
Kathleen S. Wright Associates
Pennsylvania
$13K
RF
478
Rossby Financial
Florida
$11.4K
GWM
479
Grand Wealth Management
Michigan
$10K
SS
480
Sunbelt Securities
Texas
$9.9K
EPIME
481
Evelyn Partners Investment Management (Europe)
$8.14K
RLIM
482
Red Lighthouse Investment Management
New York
$7.1K
CCM
483
Cloud Capital Management
Washington
$7K
Russell Investments Group
484
Russell Investments Group
United Kingdom
$5.56K
CAM
485
Clarity Asset Management
Iowa
$5.17K
PS
486
PayPay Securities
Japan
$4.4K
MFT
487
Moisand Fitzgerald Tamayo
Florida
$3.39K
SWP
488
Strategic Wealth Partners
Ohio
$3.38K
PS
489
Principal Securities
Iowa
$2.98K
FNWA
490
Financial Network Wealth Advisors
Utah
$2.31K
CSC
491
Caldwell Sutter Capital
California
$2.04K
AWM
492
Abound Wealth Management
Tennessee
$1.76K
BFO
493
Biltmore Family Office
North Carolina
$1.36K
PWAM
494
Private Wealth Asset Management
Iowa
$271
Allspring Global Investments
495
Allspring Global Investments
North Carolina
$43
PC
496
Permanens Capital
New York
Citadel Advisors
497
Citadel Advisors
Florida
Jane Street
498
Jane Street
New York
Bessemer Group
499
Bessemer Group
New Jersey
BB
500
Bell Bank
North Dakota