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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
Members Trust
151
Members Trust
Florida
$1.32M
PGA
152
Portland Global Advisors
Maine
$1.31M
PPA
153
Pilgrim Partners Asia
Singapore
$1.3M
MSA
154
Marino Stram & Associates
Massachusetts
$1.28M
HFA
155
Hershey Financial Advisers
Pennsylvania
$1.28M
MOS
156
MGO One Seven
Ohio
$1.28M
BM
157
Berman McAleer
Maryland
$1.25M
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$1.24M
RCWM
159
Red Crane Wealth Management
California
$1.23M
WB
160
WesBanco Bank
West Virginia
$1.2M
GSWM
161
Greenup Street Wealth Management
Michigan
$1.19M
MCCA
162
Mill Creek Capital Advisors
Pennsylvania
$1.18M
SCA
163
Snowden Capital Advisors
New York
$1.18M
TFM
164
TFC Financial Management
Massachusetts
$1.18M
RRA
165
Round Rock Advisors
Connecticut
$1.17M
HTC
166
Haverford Trust Company
Pennsylvania
$1.14M
PSC
167
Prentiss Smith & Co
Vermont
$1.14M
DC
168
Destiny Capital
Colorado
$1.13M
MA
169
Mutual Advisors
Nebraska
$1.13M
APG
170
Abacus Planning Group
South Carolina
$1.12M
FA
171
Fountainhead AM
New Jersey
$1.11M
CT
172
Coastline Trust
Rhode Island
$1.08M
EH
173
Equitable Holdings
New York
$1.07M
MP
174
Moment Partners
California
$1.07M
WCWM
175
Willow Creek Wealth Management
California
$1.04M