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iShares ESG Optimized MSCI USA ETF

486 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.87% less ownership

Funds ownership: 60.96%60.1% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
WA
201
Waverly Advisors
Alabama
$786K
NA
202
Nautilus Advisors
California
$786K
CWA
203
Crux Wealth Advisors
California
$783K
Comerica Bank
204
Comerica Bank
Texas
$775K
HCM
205
Hengehold Capital Management
Ohio
$766K
CICC
206
Capital Investment Counsel (Colorado)
Colorado
$761K
BONH
207
Bank of New Hampshire
New Hampshire
$759K
FFA
208
Farther Finance Advisors
California
$757K
RFA
209
Rollins Financial Advisors
New York
$756K
HBT
210
Hills Bank & Trust
Iowa
$753K
WDL
211
Well Done LLC
Michigan
$748K
SWP
212
Stratos Wealth Partners
Ohio
$716K
MFC
213
Morris Financial Concepts
South Carolina
$704K
GIM
214
Glenmede Investment Management
Pennsylvania
$700K
PCM
215
Parsons Capital Management
Rhode Island
$695K
MWM
216
Modera Wealth Management
New Jersey
$694K
OCM
217
One Capital Management
California
$691K
LI
218
LRI Investments
Florida
$688K
Bessemer Group
219
Bessemer Group
New Jersey
$688K
WWM
220
WJ Wealth Management
Arizona
$684K
WCFA
221
Walkner Condon Financial Advisors
Wisconsin
$684K
ML
222
McAdam LLC
Pennsylvania
$681K
KDA
223
Kraft Davis & Associates
Missouri
$661K
WFA
224
West Financial Advisors
Iowa
$661K
TWM
225
TriaGen Wealth Management
California
$655K