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iShares ESG Optimized MSCI USA ETF

484 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 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: $ → $

1.44% less ownership

Funds ownership: 60.96%59.53% (-1.4%)

39% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 194

Holders
484
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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.32M
CB
102
Commerce Bank
Missouri
$2.32M
NP
103
NorthRock Partners
Minnesota
$2.28M
AWM
104
Aprio Wealth Management
Georgia
$2.23M
FWM
105
Fingerlakes Wealth Management
New York
$2.18M
OWA
106
One Wealth Advisors
California
$2.17M
FPF
107
First Pacific Financial
Washington
$2.16M
Jane Street
108
Jane Street
New York
$2.08M
NCTC
109
New Covenant Trust Company
Indiana
$2.05M
CWM
110
Cornerstone Wealth Management
Missouri
$2.05M
VPIM
111
Vanguard Personalized Indexing Management
California
$2.02M
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.89M
CPIG
113
Chicago Partners Investment Group
Illinois
$1.88M
LGWM
114
Litman Gregory Wealth Management
California
$1.87M
JWCA
115
J.W. Cole Advisors
Florida
$1.83M
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.79M
CCM
117
Colorado Capital Management
Colorado
$1.79M
ECM
118
Evergreen Capital Management
Washington
$1.78M
AAS
119
Avantax Advisory Services
Texas
$1.76M
TIAA Trust, National Association
120
TIAA Trust, National Association
North Carolina
$1.75M
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$1.74M
EI
122
Ellevest Inc
New York
$1.72M
EWM
123
Evercore Wealth Management
New York
$1.71M
FSA
124
Financial Services Advisory
Maryland
$1.7M
GAM
125
Gould Asset Management
California
$1.69M