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iShares ESG Optimized MSCI USA ETF

484 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 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: $ → $

1.44% less ownership

Funds ownership: 60.96%59.53% (-1.4%)

39% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 194

Holders
484
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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.88M
DADC
52
D.A. Davidson & Co
Montana
$5.81M
HWA
53
Hilltop Wealth Advisors
North Carolina
$5.48M
MML Investors Services
54
MML Investors Services
Massachusetts
$5.4M
GT
55
Glenview Trust
Kentucky
$5.39M
TF
56
Tompkins Financial
New York
$5.09M
BMC
57
Bear Mountain Capital
Washington
$4.85M
PAG
58
Private Advisor Group
New Jersey
$4.58M
GC
59
Garde Capital
Washington
$4.46M
RSWM
60
Robertson Stephens Wealth Management
California
$4.13M
BWM
61
BigSur Wealth Management
Florida
$4.06M
DWM
62
Destination Wealth Management
California
$3.96M
GC
63
Grimes & Company
Massachusetts
$3.93M
SAG
64
SageView Advisory Group
California
$3.93M
CCA
65
Cobblestone Capital Advisors
New York
$3.92M
BCM
66
Brookstone Capital Management
Illinois
$3.9M
LRWA
67
Long Run Wealth Advisors
New York
$3.86M
MMA
68
Miracle Mile Advisors
California
$3.81M
PFA
69
Pure Financial Advisors
California
$3.81M
MWM
70
Modern Wealth Management
Kansas
$3.8M
Cerity Partners
71
Cerity Partners
New York
$3.72M
Stifel Financial
72
Stifel Financial
Missouri
$3.69M
SPIA
73
Steward Partners Investment Advisory
New York
$3.53M
Jones Financial Companies
74
Jones Financial Companies
Missouri
$3.52M
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$3.49M