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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
William Blair & Company
101
William Blair & Company
Illinois
$2.52M -$256K -1,958 -10%
CB
102
Commerce Bank
Missouri
$2.48M
ADL
103
Asset Dedication LLC
California
$2.48M -$486K -3,723 -17%
NP
104
NorthRock Partners
Minnesota
$2.47M +$31.6K +242 +1%
AWM
105
Aprio Wealth Management
Georgia
$2.4M +$12.9K +99 +0.6%
FWM
106
Fingerlakes Wealth Management
New York
$2.38M +$46.9K +359 +2%
OWA
107
One Wealth Advisors
California
$2.31M -$3.79K -29 -0.2%
SFA
108
Sequoia Financial Advisors
Ohio
$2.19M +$418K +3,201 +25%
CWM
109
Cornerstone Wealth Management
Missouri
$2.19M -$4.96K -38 -0.2%
Corient Private Wealth
110
Corient Private Wealth
Florida
$2.15M +$220K +1,681 +12%
3AM
111
3EDGE Asset Management
Florida
$2.13M -$961K -7,361 -32%
CPIG
112
Chicago Partners Investment Group
Illinois
$2.03M -$3.13K -24 -0.2%
WFAG
113
Wescott Financial Advisory Group
Pennsylvania
$2.01M +$144K +1,104 +8%
LGWM
114
Litman Gregory Wealth Management
California
$2M -$2.61K -20 -0.1%
IWC
115
Integrated Wealth Concepts
Massachusetts
$2M -$21.9K -168 -1%
NCTC
116
New Covenant Trust Company
Indiana
$1.96M -$241K -1,848 -11%
VPIM
117
Vanguard Personalized Indexing Management
California
$1.95M -$201K -1,540 -10%
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$1.94M +$58.1K +445 +3%
JWCA
119
J.W. Cole Advisors
Florida
$1.93M -$30K -230 -2%
GA
120
GoalVest Advisory
New York
$1.92M +$337K +2,584 +22%
FPF
121
First Pacific Financial
Washington
$1.91M -$388K -2,968 -17%
ECM
122
Evergreen Capital Management
Washington
$1.9M -$9.01K -69 -0.5%
TC
123
Trust Company
Kansas
$1.87M +$171K +1,313 +10%
CCM
124
Colorado Capital Management
Colorado
$1.85M -$57.3K -439 -3%
EWM
125
Evercore Wealth Management
New York
$1.83M