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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
GAM
126
Gould Asset Management
California
$1.69M
SFA
127
Sequoia Financial Advisors
Ohio
$1.64M
RIM
128
Ryan Investment Management
Colorado
$1.59M
TC
129
Trust Company
Kansas
$1.59M
BIA
130
Bigelow Investment Advisors
Maine
$1.58M
MIA
131
Milestone Investment Advisors
Wisconsin
$1.58M
WAG
132
Winthrop Advisory Group
Massachusetts
$1.56M
APP
133
Avantax Planning Partners
Iowa
$1.55M
AA
134
Addison Advisors
Vermont
$1.55M
RCA
135
Resonant Capital Advisors
Wisconsin
$1.54M
CA
136
Clearstead Advisors
Ohio
$1.51M
ACA
137
Aptus Capital Advisors
Alabama
$1.5M
BDFN
138
Bond & Devick Financial Network
Minnesota
$1.49M
BAAM
139
Baker Avenue Asset Management
California
$1.48M
SCA
140
Snowden Capital Advisors
New York
$1.46M
GA
141
GoalVest Advisory
New York
$1.46M
Franklin Resources
142
Franklin Resources
California
$1.46M
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$1.41M
VA
144
VestGen Advisors
Illinois
$1.36M
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M
MCCA
146
Mill Creek Capital Advisors
Pennsylvania
$1.35M
FFA
147
First Foundation Advisors
California
$1.33M
BFA
148
Bluestem Financial Advisors
Illinois
$1.33M
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$1.32M
Fidelity Investments
150
Fidelity Investments
Massachusetts
$1.28M