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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
SPIA
76
Steward Partners Investment Advisory
New York
$3.78M
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.73M -$653 -5 -0%
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$3.67M
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$3.57M -$99.3K -760 -3%
OIA
80
OneDigital Investment Advisors
Kansas
$3.45M +$214K +1,636 +7%
CPC
81
Consolidated Planning Corp
Georgia
$3.37M -$46.1K -353 -1%
KAS
82
Kestra Advisory Services
Texas
$3.36M +$113K +868 +4%
SB
83
Simmons Bank
Arkansas
$3.27M +$6.79K +52 +0.2%
VWA
84
VERITY Wealth Advisors
United States
$3.2M
P
85
&Partners
Tennessee
$3.19M -$238K -1,823 -7%
B
86
Bailard
California
$3.13M +$26.3K +201 +0.9%
LNB
87
Ledyard National Bank
$3.12M +$90.1K +690 +3%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.96M -$73.5K -563 -3%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.93M +$1.18K +9 +0%
CA
90
CGN Advisors
Kansas
$2.88M -$653 -5 -0%
AF
91
Allworth Financial
California
$2.83M
MMA
92
Miracle Mile Advisors
California
$2.77M -$1.26M -9,613 -32%
HWM
93
HB Wealth Management
Georgia
$2.72M -$299K -2,290 -10%
CAM
94
Cresset Asset Management
Illinois
$2.7M +$23.2K +178 +0.9%
PAG
95
Private Advisor Group
New Jersey
$2.68M -$2.14M -16,399 -45%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$2.62M +$2.52M +19,302 New
CAG
97
Crestwood Advisors Group
Massachusetts
$2.61M -$80.3K -615 -3%
SWA
98
Sax Wealth Advisors
New Jersey
$2.6M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.58M -$104K -794 -4%
WTC
100
WhitTier Trust Company
Nevada
$2.54M -$31K -237 -1%