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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
CFMC
176
Curbstone Financial Management Corp
New Hampshire
$1.03M
TIA
177
Traphagen Investment Advisors
New Jersey
$1.02M
FCH
178
Freestone Capital Holdings
Washington
$1.01M
HNB
179
Huntington National Bank
Ohio
$995K
SPL
180
Smart Portfolios LLC
Washington
$989K
MGIA
181
Moneta Group Investment Advisors
Missouri
$987K
CC
182
Citrine Capital
California
$983K
AIP
183
Ameritas Investment Partners
Nebraska
$976K
MT
184
Midwest Trust
Kansas
$974K
WANY
185
Wealthspire Advisors (New York)
New York
$973K
MFA
186
McClarren Financial Advisors
Pennsylvania
$969K
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$964K
SWM
188
SK Wealth Management
Rhode Island
$959K
CAM
189
Carret Asset Management
New York
$954K
HF
190
HRT Financial
New York
$951K
AL
191
Aspiriant LLC
California
$932K
JFA
192
JNBA Financial Advisors
Minnesota
$910K
WP
193
WealthShield Partners
North Carolina
$901K
WIM
194
Westside Investment Management
California
$887K
MYIA
195
Mount Yale Investment Advisors
Colorado
$873K
CCM
196
Coldstream Capital Management
Washington
$854K
Comerica Bank
197
Comerica Bank
Texas
$852K
NA
198
Nautilus Advisors
California
$841K
HCM
199
Hengehold Capital Management
Ohio
$820K
MPIM
200
McGinn Penninger Investment Management
Virginia
$815K