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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
NL
176
NEPC LLC
Massachusetts
$1.04M
FF
177
Finley Financial
Nevada
$1.03M
CFMC
178
Curbstone Financial Management Corp
New Hampshire
$1.03M +$453K +3,470 +84%
TIA
179
Traphagen Investment Advisors
New Jersey
$1.02M -$8.1K -62 -0.8%
FCH
180
Freestone Capital Holdings
Washington
$1.01M
HNB
181
Huntington National Bank
Ohio
$995K
SPL
182
Smart Portfolios LLC
Washington
$989K -$18.2K -139 -2%
MGIA
183
Moneta Group Investment Advisors
Missouri
$987K -$26.8K -205 -3%
CC
184
Citrine Capital
California
$983K
AIP
185
Ameritas Investment Partners
Nebraska
$976K -$72.5K -555 -7%
MT
186
Midwest Trust
Kansas
$974K +$4.44K +34 +0.5%
WANY
187
Wealthspire Advisors (New York)
New York
$973K -$56.2K -430 -6%
MFA
188
McClarren Financial Advisors
Pennsylvania
$969K -$342K -2,620 -37%
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
$964K -$179K -1,371 -16%
SWM
190
SK Wealth Management
Rhode Island
$959K +$1.7K +13 +0.2%
CAM
191
Carret Asset Management
New York
$954K +$2.22K +17 +0.2%
HF
192
HRT Financial
New York
$951K +$652K +4,989 +246%
AL
193
Aspiriant LLC
California
$932K
JFA
194
JNBA Financial Advisors
Minnesota
$910K +$25.1K +192 +3%
WP
195
WealthShield Partners
North Carolina
$901K -$49.6K -380 -5%
WIM
196
Westside Investment Management
California
$887K -$38.5K -295 -4%
MYIA
197
Mount Yale Investment Advisors
Colorado
$873K +$840K +6,434 New
CCM
198
Coldstream Capital Management
Washington
$854K
Comerica Bank
199
Comerica Bank
Texas
$852K +$21.7K +166 +3%
NA
200
Nautilus Advisors
California
$841K