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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
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$3.73M
LNWTC
77
Laird Norton Wetherby Trust Company
Washington
$3.67M
RZH
78
Relyea Zuckerberg Hanson
Connecticut
$3.57M
OIA
79
OneDigital Investment Advisors
Kansas
$3.45M
CPC
80
Consolidated Planning Corp
Georgia
$3.37M
KAS
81
Kestra Advisory Services
Texas
$3.36M
SB
82
Simmons Bank
Arkansas
$3.27M
VWA
83
VERITY Wealth Advisors
United States
$3.2M
P
84
&Partners
Tennessee
$3.19M
B
85
Bailard
California
$3.13M
LNB
86
Ledyard National Bank
$3.12M
SFP
87
Shepherd Financial Partners
Massachusetts
$2.96M
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$2.93M
CA
89
CGN Advisors
Kansas
$2.88M
MMA
90
Miracle Mile Advisors
California
$2.77M
HWM
91
HB Wealth Management
Georgia
$2.72M
CAM
92
Cresset Asset Management
Illinois
$2.7M
PAG
93
Private Advisor Group
New Jersey
$2.68M
VAS
94
Vestmark Advisory Solutions
Massachusetts
$2.62M
CAG
95
Crestwood Advisors Group
Massachusetts
$2.61M
SWA
96
Sax Wealth Advisors
New Jersey
$2.6M
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2.58M
WTC
98
WhitTier Trust Company
Nevada
$2.54M
William Blair & Company
99
William Blair & Company
Illinois
$2.52M
CB
100
Commerce Bank
Missouri
$2.48M