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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
PC
501
Permanens Capital
New York
-$3.12M -24,577 Closed
Citadel Advisors
502
Citadel Advisors
Florida
-$2.87M -22,678 Closed
Jane Street
503
Jane Street
New York
-$2.08M -16,400 Closed
Bessemer Group
504
Bessemer Group
New Jersey
-$688K -5,430 Closed
BB
505
Bell Bank
North Dakota
-$598K -4,715 Closed
TRCT
506
Tower Research Capital (TRC)
New York
-$422K -3,333 Closed
WA
507
Wealth Alliance
New York
-$414K -3,270 Closed
NI
508
Natural Investments
California
-$387K -3,061 Closed
FA
509
Flagstar Advisors
New York
-$315K -2,484 Closed
SG
510
StoneX Group
New York
-$295K -2,331 Closed
OC
511
Oppenheimer & Co
New York
-$228K -1,800 Closed
Renaissance Technologies
512
Renaissance Technologies
New York
-$215K -1,700 Closed
OWA
513
Opal Wealth Advisors
New York
-$116K -915 Closed
AAS
514
Ameritas Advisory Services
Nebraska
-$111K -875 Closed
CWP
515
Concord Wealth Partners
Virginia
-$68.4K -540 Closed
GWANC
516
Guardian Wealth Advisors (North Carolina)
North Carolina
-$66.7K -526 Closed
WWM
517
Wolff Wiese Magana
California
-$41.8K -330 Closed
T
518
Transce3nd
Texas
-$33.7K -266 Closed
TSMHT
519
Thurston Springer Miller Herd & Titak
Indiana
-$26.2K -207 Closed
BIG
520
Brooklyn Investment Group
New York
-$23.6K -186 Closed
AWM
521
Angeles Wealth Management
California
-$5.7K -45 Closed
AA
522
Ancora Advisors
Ohio
-$1.14K -9 Closed
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
-$639 -5 Closed