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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
NL
176
NEPC LLC
Massachusetts
$1.04M
FF
177
Finley Financial
Nevada
$1.03M
CFMC
178
Curbstone Financial Management Corp
New Hampshire
$1.03M
TIA
179
Traphagen Investment Advisors
New Jersey
$1.02M
FCH
180
Freestone Capital Holdings
Washington
$1.01M
HNB
181
Huntington National Bank
Ohio
$995K
SPL
182
Smart Portfolios LLC
Washington
$989K
MGIA
183
Moneta Group Investment Advisors
Missouri
$987K
CC
184
Citrine Capital
California
$983K
AIP
185
Ameritas Investment Partners
Nebraska
$976K
MT
186
Midwest Trust
Kansas
$974K
WANY
187
Wealthspire Advisors (New York)
New York
$973K
MFA
188
McClarren Financial Advisors
Pennsylvania
$969K
FLPIM
189
F.L. Putnam Investment Management
Massachusetts
$964K
SWM
190
SK Wealth Management
Rhode Island
$959K
CAM
191
Carret Asset Management
New York
$954K
HF
192
HRT Financial
New York
$951K
AL
193
Aspiriant LLC
California
$932K
JFA
194
JNBA Financial Advisors
Minnesota
$910K
WP
195
WealthShield Partners
North Carolina
$901K
WIM
196
Westside Investment Management
California
$887K
MYIA
197
Mount Yale Investment Advisors
Colorado
$873K
CCM
198
Coldstream Capital Management
Washington
$854K
Comerica Bank
199
Comerica Bank
Texas
$852K
NA
200
Nautilus Advisors
California
$841K