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iShares ESG Optimized MSCI USA ETF

490 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, 195 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: 60.99%60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
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
TLA
476
Tanglewood Legacy Advisors
Texas
$13.2K
KSWA
477
Kathleen S. Wright Associates
Pennsylvania
$12.2K
RF
478
Rossby Financial
Florida
$10.6K
GWM
479
Grand Wealth Management
Michigan
$9.38K
RLIM
480
Red Lighthouse Investment Management
New York
$6.63K
AWM
481
Angeles Wealth Management
California
$5.7K
Russell Investments Group
482
Russell Investments Group
United Kingdom
$5.2K
CAM
483
Clarity Asset Management
Iowa
$4.82K
PS
484
PayPay Securities
Japan
$4.56K
FNWA
485
Financial Network Wealth Advisors
Utah
$3.8K
MFT
486
Moisand Fitzgerald Tamayo
Florida
$3.17K
CSC
487
Caldwell Sutter Capital
California
$2.79K
AWM
488
Abound Wealth Management
Tennessee
$1.65K
BFO
489
Biltmore Family Office
North Carolina
$1.27K
AA
490
Ancora Advisors
Ohio
$1.14K
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
$639
PWAM
492
Private Wealth Asset Management
Iowa
$254
FTUS
493
Flow Traders U.S.
New York
Citigroup
494
Citigroup
New York
FCI
495
Financial Counselors Inc
Kansas
LT
496
Legacy Trust
Michigan
RCS
497
Retirement Capital Strategies
California
SAM
498
Sherman Asset Management
California
AWS
499
Atria Wealth Solutions
New York
UCFA
500
United Capital Financial Advisors
Texas