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iShares ESG Optimized MSCI USA ETF

488 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 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: $ → $

0.88% less ownership

Funds ownership: 60.96%60.09% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
488
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
RF
476
Rossby Financial
Florida
$10.6K
GWM
477
Grand Wealth Management
Michigan
$9.38K
RLIM
478
Red Lighthouse Investment Management
New York
$6.63K
AWM
479
Angeles Wealth Management
California
$5.7K
Russell Investments Group
480
Russell Investments Group
United Kingdom
$5.2K
CAM
481
Clarity Asset Management
Iowa
$4.82K
PS
482
PayPay Securities
Japan
$4.56K
FNWA
483
Financial Network Wealth Advisors
Utah
$3.8K
MFT
484
Moisand Fitzgerald Tamayo
Florida
$3.17K
CSC
485
Caldwell Sutter Capital
California
$2.79K
AWM
486
Abound Wealth Management
Tennessee
$1.65K
BFO
487
Biltmore Family Office
North Carolina
$1.27K
AA
488
Ancora Advisors
Ohio
$1.14K
BCMLT
489
Beacon Capital Management LLC (Tennessee)
Tennessee
$639
PWAM
490
Private Wealth Asset Management
Iowa
$254
FTUS
491
Flow Traders U.S.
New York
Citigroup
492
Citigroup
New York
FCI
493
Financial Counselors Inc
Kansas
LT
494
Legacy Trust
Michigan
RCS
495
Retirement Capital Strategies
California
SAM
496
Sherman Asset Management
California
AWS
497
Atria Wealth Solutions
New York
UCFA
498
United Capital Financial Advisors
Texas
FCG
499
Fielder Capital Group
Tennessee
SC
500
SouthState Corp
Florida