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iShares ESG Optimized MSCI USA ETF

495 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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: 124 | Existing positions reduced: 190

Holders
495
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
Garde Capital
Washington
$4.29M
GC
67
Grimes & Company
Massachusetts
$4.22M
CCA
68
Cobblestone Capital Advisors
New York
$4.19M
SAG
69
SageView Advisory Group
California
$4.12M
PFA
70
Pure Financial Advisors
California
$4.07M
MWM
71
Modern Wealth Management
Kansas
$4.07M
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.03M
Cerity Partners
73
Cerity Partners
New York
$4.01M
Stifel Financial
74
Stifel Financial
Missouri
$3.95M
LRWA
75
Long Run Wealth Advisors
New York
$3.93M