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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
PPA
151
Pilgrim Partners Asia
Singapore
$1.3M
MSA
152
Marino Stram & Associates
Massachusetts
$1.28M
HFA
153
Hershey Financial Advisers
Pennsylvania
$1.28M
MOS
154
MGO One Seven
Ohio
$1.28M
BM
155
Berman McAleer
Maryland
$1.25M
GKWIM
156
Gerber Kawasaki Wealth & Investment Management
California
$1.24M
RCWM
157
Red Crane Wealth Management
California
$1.23M
WB
158
WesBanco Bank
West Virginia
$1.2M
GSWM
159
Greenup Street Wealth Management
Michigan
$1.19M
MCCA
160
Mill Creek Capital Advisors
Pennsylvania
$1.18M
SCA
161
Snowden Capital Advisors
New York
$1.18M
TFM
162
TFC Financial Management
Massachusetts
$1.18M
RRA
163
Round Rock Advisors
Connecticut
$1.17M
HTC
164
Haverford Trust Company
Pennsylvania
$1.14M
PSC
165
Prentiss Smith & Co
Vermont
$1.14M
DC
166
Destiny Capital
Colorado
$1.13M
MA
167
Mutual Advisors
Nebraska
$1.13M
APG
168
Abacus Planning Group
South Carolina
$1.12M
FA
169
Fountainhead AM
New Jersey
$1.11M
CT
170
Coastline Trust
Rhode Island
$1.08M
EH
171
Equitable Holdings
New York
$1.07M
MP
172
Moment Partners
California
$1.07M
WCWM
173
Willow Creek Wealth Management
California
$1.04M
NL
174
NEPC LLC
Massachusetts
$1.04M
FF
175
Finley Financial
Nevada
$1.03M