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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
FSA
126
Financial Services Advisory
Maryland
$1.81M
EI
127
Ellevest Inc
New York
$1.81M
GAM
128
Gould Asset Management
California
$1.77M
MIA
129
Milestone Investment Advisors
Wisconsin
$1.75M
BIA
130
Bigelow Investment Advisors
Maine
$1.71M
Fidelity Investments
131
Fidelity Investments
Massachusetts
$1.7M
RIM
132
Ryan Investment Management
Colorado
$1.7M
WAG
133
Winthrop Advisory Group
Massachusetts
$1.66M
APP
134
Avantax Planning Partners
Iowa
$1.66M
AA
135
Addison Advisors
Vermont
$1.66M
RCA
136
Resonant Capital Advisors
Wisconsin
$1.64M
BAAM
137
Baker Avenue Asset Management
California
$1.62M
CA
138
Clearstead Advisors
Ohio
$1.62M
ACA
139
Aptus Capital Advisors
Alabama
$1.6M
Franklin Resources
140
Franklin Resources
California
$1.56M
BDFN
141
Bond & Devick Financial Network
Minnesota
$1.56M
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1.48M
VA
143
VestGen Advisors
Illinois
$1.43M
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M
BFA
145
Bluestem Financial Advisors
Illinois
$1.43M
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$1.41M
SWA
147
SOA Wealth Advisors
New York
$1.37M
BPA
148
Beacon Pointe Advisors
California
$1.36M
CL
149
Choreo LLC
Illinois
$1.35M
Bank Julius Baer & Co
150
Bank Julius Baer & Co
Switzerland
$1.34M