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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
SPIA
76
Steward Partners Investment Advisory
New York
$3.78M
Pathstone Holdings
77
Pathstone Holdings
New Jersey
$3.73M
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$3.67M
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$3.57M
OIA
80
OneDigital Investment Advisors
Kansas
$3.45M
CPC
81
Consolidated Planning Corp
Georgia
$3.37M
KAS
82
Kestra Advisory Services
Texas
$3.36M
SB
83
Simmons Bank
Arkansas
$3.27M
VWA
84
VERITY Wealth Advisors
United States
$3.2M
P
85
&Partners
Tennessee
$3.19M
B
86
Bailard
California
$3.13M
LNB
87
Ledyard National Bank
$3.12M
SFP
88
Shepherd Financial Partners
Massachusetts
$2.96M
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.93M
CA
90
CGN Advisors
Kansas
$2.88M
AF
91
Allworth Financial
California
$2.83M
MMA
92
Miracle Mile Advisors
California
$2.77M
HWM
93
HB Wealth Management
Georgia
$2.72M
CAM
94
Cresset Asset Management
Illinois
$2.7M
PAG
95
Private Advisor Group
New Jersey
$2.68M
VAS
96
Vestmark Advisory Solutions
Massachusetts
$2.62M
CAG
97
Crestwood Advisors Group
Massachusetts
$2.61M
SWA
98
Sax Wealth Advisors
New Jersey
$2.6M
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.58M
WTC
100
WhitTier Trust Company
Nevada
$2.54M