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iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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: 123 | Existing positions reduced: 189

Holders
492
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
GAM
126
Gould Asset Management
California
$1.77M
MIA
127
Milestone Investment Advisors
Wisconsin
$1.75M
BIA
128
Bigelow Investment Advisors
Maine
$1.71M
Fidelity Investments
129
Fidelity Investments
Massachusetts
$1.7M
RIM
130
Ryan Investment Management
Colorado
$1.7M
WAG
131
Winthrop Advisory Group
Massachusetts
$1.66M
APP
132
Avantax Planning Partners
Iowa
$1.66M
AA
133
Addison Advisors
Vermont
$1.66M
RCA
134
Resonant Capital Advisors
Wisconsin
$1.64M
BAAM
135
Baker Avenue Asset Management
California
$1.62M
CA
136
Clearstead Advisors
Ohio
$1.62M
ACA
137
Aptus Capital Advisors
Alabama
$1.6M
Franklin Resources
138
Franklin Resources
California
$1.56M
BDFN
139
Bond & Devick Financial Network
Minnesota
$1.56M
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$1.48M
VA
141
VestGen Advisors
Illinois
$1.43M
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M
BFA
143
Bluestem Financial Advisors
Illinois
$1.43M
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$1.41M
SWA
145
SOA Wealth Advisors
New York
$1.37M
BPA
146
Beacon Pointe Advisors
California
$1.36M
CL
147
Choreo LLC
Illinois
$1.35M
Bank Julius Baer & Co
148
Bank Julius Baer & Co
Switzerland
$1.34M
Members Trust
149
Members Trust
Florida
$1.32M
PGA
150
Portland Global Advisors
Maine
$1.31M