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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
HCM
201
Hengehold Capital Management
Ohio
$820K
MPIM
202
McGinn Penninger Investment Management
Virginia
$815K -$273K -2,090 -26%
CICC
203
Capital Investment Counsel (Colorado)
Colorado
$814K
BONH
204
Bank of New Hampshire
New Hampshire
$813K
FFA
205
Farther Finance Advisors
California
$812K +$1.18K +9 +0.2%
RFA
206
Rollins Financial Advisors
New York
$810K
HBT
207
Hills Bank & Trust
Iowa
$806K
WDL
208
Well Done LLC
Michigan
$801K -$131 -1 -0%
WA
209
Waverly Advisors
Alabama
$797K -$42.8K -328 -5%
Brown Advisory
210
Brown Advisory
Maryland
$780K +$98.6K +755 +15%
GIM
211
Glenmede Investment Management
Pennsylvania
$749K
MWM
212
Modera Wealth Management
New Jersey
$742K
PCM
213
Parsons Capital Management
Rhode Island
$739K -$4.31K -33 -0.6%
MFC
214
Morris Financial Concepts
South Carolina
$739K -$14.2K -109 -2%
GVCM
215
Global View Capital Management
Wisconsin
$736K +$461K +3,527 +185%
AM
216
AGF Management
Ontario, Canada
$733K +$65.3K +500 +10%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$732K +$131 +1 +0%
CWA
218
Crux Wealth Advisors
California
$724K -$111K -847 -14%
LI
219
LRI Investments
Florida
$721K -$14.8K -113 -2%
OCM
220
One Capital Management
California
$719K -$20.5K -157 -3%
MBTD
221
Mechanics Bank - Trust Department
California
$713K +$70.3K +538 +11%
ML
222
McAdam LLC
Pennsylvania
$712K -$17K -130 -2%
TWM
223
TriaGen Wealth Management
California
$701K
KDA
224
Kraft Davis & Associates
Missouri
$699K
SWM
225
Silverlake Wealth Management
Vermont
$699K +$33.4K +256 +5%