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iShares ESG Optimized MSCI USA ETF

485 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 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: $ → $

0.87% less ownership

Funds ownership: 60.96%60.09% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
485
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
WTC
101
WhitTier Trust Company
Nevada
$2.39M
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$2.32M
CB
103
Commerce Bank
Missouri
$2.32M
NP
104
NorthRock Partners
Minnesota
$2.28M
AWM
105
Aprio Wealth Management
Georgia
$2.23M
FWM
106
Fingerlakes Wealth Management
New York
$2.18M
OWA
107
One Wealth Advisors
California
$2.17M
FPF
108
First Pacific Financial
Washington
$2.16M
Jane Street
109
Jane Street
New York
$2.08M
NCTC
110
New Covenant Trust Company
Indiana
$2.05M
CWM
111
Cornerstone Wealth Management
Missouri
$2.05M
VPIM
112
Vanguard Personalized Indexing Management
California
$2.02M
IWC
113
Integrated Wealth Concepts
Massachusetts
$1.89M
CPIG
114
Chicago Partners Investment Group
Illinois
$1.88M
LGWM
115
Litman Gregory Wealth Management
California
$1.87M
JWCA
116
J.W. Cole Advisors
Florida
$1.83M
Corient Private Wealth
117
Corient Private Wealth
Florida
$1.79M
CCM
118
Colorado Capital Management
Colorado
$1.79M
ECM
119
Evergreen Capital Management
Washington
$1.78M
AAS
120
Avantax Advisory Services
Texas
$1.76M
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$1.75M
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$1.74M
EI
123
Ellevest Inc
New York
$1.72M
EWM
124
Evercore Wealth Management
New York
$1.71M
FSA
125
Financial Services Advisory
Maryland
$1.7M