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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
SWA
151
SOA Wealth Advisors
New York
$1.28M
CL
152
Choreo LLC
Illinois
$1.26M
Bank Julius Baer & Co
153
Bank Julius Baer & Co
Switzerland
$1.25M
Members Trust
154
Members Trust
Florida
$1.23M
GKWIM
155
Gerber Kawasaki Wealth & Investment Management
California
$1.23M
PGA
156
Portland Global Advisors
Maine
$1.23M
JSW
157
Journey Strategic Wealth
New Jersey
$1.22M
IIC
158
Integrated Investment Consultants
Michigan
$1.21M
MSA
159
Marino Stram & Associates
Massachusetts
$1.19M
PA
160
Parkside Advisors
California
$1.17M
RCWM
161
Red Crane Wealth Management
California
$1.15M
MOS
162
MGO One Seven
Ohio
$1.15M
BPA
163
Beacon Pointe Advisors
California
$1.13M
WB
164
WesBanco Bank
West Virginia
$1.12M
MA
165
Mutual Advisors
Nebraska
$1.11M
TFM
166
TFC Financial Management
Massachusetts
$1.1M
APG
167
Abacus Planning Group
South Carolina
$1.09M
RRA
168
Round Rock Advisors
Connecticut
$1.09M
HTC
169
Haverford Trust Company
Pennsylvania
$1.07M
FLPIM
170
F.L. Putnam Investment Management
Massachusetts
$1.07M
CT
171
Coastline Trust
Rhode Island
$1.07M
DC
172
Destiny Capital
Colorado
$1.06M
PSC
173
Prentiss Smith & Co
Vermont
$1.06M
GLA
174
Good Life Advisors
Pennsylvania
$1.05M
FA
175
Fountainhead AM
New Jersey
$1.05M