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iShares ESG Optimized MSCI USA ETF

497 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

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

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
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
151
Members Trust
Florida
$1.32M
PGA
152
Portland Global Advisors
Maine
$1.31M
PPA
153
Pilgrim Partners Asia
Singapore
$1.3M +$1.26M +9,620 New
MSA
154
Marino Stram & Associates
Massachusetts
$1.28M +$2.87K +22 +0.2%
HFA
155
Hershey Financial Advisers
Pennsylvania
$1.28M +$1.23M +9,425 New
MOS
156
MGO One Seven
Ohio
$1.28M +$48.5K +371 +4%
BM
157
Berman McAleer
Maryland
$1.25M +$1.21M +9,247 New
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$1.24M -$70.1K -537 -6%
RCWM
159
Red Crane Wealth Management
California
$1.23M +$2.35K +18 +0.2%
WB
160
WesBanco Bank
West Virginia
$1.2M
GSWM
161
Greenup Street Wealth Management
Michigan
$1.19M +$127K +969 +12%
MCCA
162
Mill Creek Capital Advisors
Pennsylvania
$1.18M -$248K -1,901 -18%
SCA
163
Snowden Capital Advisors
New York
$1.18M -$371K -2,843 -25%
TFM
164
TFC Financial Management
Massachusetts
$1.18M
RRA
165
Round Rock Advisors
Connecticut
$1.17M
HTC
166
Haverford Trust Company
Pennsylvania
$1.14M -$13.1K -100 -1%
PSC
167
Prentiss Smith & Co
Vermont
$1.14M +$4.05K +31 +0.4%
DC
168
Destiny Capital
Colorado
$1.13M -$261 -2 -0%
MA
169
Mutual Advisors
Nebraska
$1.13M -$33.6K -257 -3%
APG
170
Abacus Planning Group
South Carolina
$1.12M -$50.7K -388 -4%
FA
171
Fountainhead AM
New Jersey
$1.11M -$14.4K -110 -1%
CT
172
Coastline Trust
Rhode Island
$1.08M -$62.7K -480 -6%
EH
173
Equitable Holdings
New York
$1.07M -$2.48K -19 -0.2%
MP
174
Moment Partners
California
$1.07M -$11.5K -88 -1%
WCWM
175
Willow Creek Wealth Management
California
$1.04M