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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
MML Investors Services
51
MML Investors Services
Massachusetts
$5.94M
DWM
52
Destination Wealth Management
California
$5.92M
DADC
53
D.A. Davidson & Co
Montana
$5.84M
HWA
54
Hilltop Wealth Advisors
North Carolina
$5.82M
GT
55
Glenview Trust
Kentucky
$5.77M
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$5.72M
Creative Planning
57
Creative Planning
Kansas
$5.41M
BMC
58
Bear Mountain Capital
Washington
$5.13M
FNWM
59
Financial Network Wealth Management
Utah
$4.84M
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$4.64M
TF
61
Tompkins Financial
New York
$4.62M
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.57M
RSWM
63
Robertson Stephens Wealth Management
California
$4.56M
BCM
64
Brookstone Capital Management
Illinois
$4.49M
BWM
65
BigSur Wealth Management
Florida
$4.34M
GC
66
Grimes & Company
Massachusetts
$4.22M
CCA
67
Cobblestone Capital Advisors
New York
$4.19M
SAG
68
SageView Advisory Group
California
$4.12M
PFA
69
Pure Financial Advisors
California
$4.07M
MWM
70
Modern Wealth Management
Kansas
$4.07M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$4.03M
Cerity Partners
72
Cerity Partners
New York
$4.01M
Stifel Financial
73
Stifel Financial
Missouri
$3.95M
LRWA
74
Long Run Wealth Advisors
New York
$3.93M
SPIA
75
Steward Partners Investment Advisory
New York
$3.78M