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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
William Blair & Company
101
William Blair & Company
Illinois
$2.52M
CB
102
Commerce Bank
Missouri
$2.48M
ADL
103
Asset Dedication LLC
California
$2.48M
NP
104
NorthRock Partners
Minnesota
$2.47M
AWM
105
Aprio Wealth Management
Georgia
$2.4M
FWM
106
Fingerlakes Wealth Management
New York
$2.38M
OWA
107
One Wealth Advisors
California
$2.31M
SFA
108
Sequoia Financial Advisors
Ohio
$2.19M
CWM
109
Cornerstone Wealth Management
Missouri
$2.19M
Corient Private Wealth
110
Corient Private Wealth
Florida
$2.15M
3AM
111
3EDGE Asset Management
Florida
$2.13M
CPIG
112
Chicago Partners Investment Group
Illinois
$2.03M
WFAG
113
Wescott Financial Advisory Group
Pennsylvania
$2.01M
LGWM
114
Litman Gregory Wealth Management
California
$2M
IWC
115
Integrated Wealth Concepts
Massachusetts
$2M
NCTC
116
New Covenant Trust Company
Indiana
$1.96M
VPIM
117
Vanguard Personalized Indexing Management
California
$1.95M
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$1.94M
JWCA
119
J.W. Cole Advisors
Florida
$1.93M
GA
120
GoalVest Advisory
New York
$1.92M
FPF
121
First Pacific Financial
Washington
$1.91M
ECM
122
Evergreen Capital Management
Washington
$1.9M
TC
123
Trust Company
Kansas
$1.87M
CCM
124
Colorado Capital Management
Colorado
$1.85M
EWM
125
Evercore Wealth Management
New York
$1.83M