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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
Bank of America
1
Bank of America
North Carolina
$196M -$3M -22,984 -2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$144M +$3.11M +23,825 +2%
Morgan Stanley
3
Morgan Stanley
New York
$141M -$1.11M -8,517 -0.8%
ST
4
Spinnaker Trust
Maine
$79.9M -$736K -5,632 -0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$73.3M -$6.18M -47,347 -8%
M&T Bank
6
M&T Bank
New York
$70.9M +$2.44M +18,707 +4%
IAS
7
IMA Advisory Services
Colorado
$70.2M +$5.22M +39,978 +8%
BlackRock
8
BlackRock
New York
$67.9M -$39.9M -305,840 -38%
Ameriprise
9
Ameriprise
Minnesota
$67M -$12.6M -96,758 -16%
UBS Group
10
UBS Group
Switzerland
$61.3M -$4.91M -37,615 -8%
AA
11
Acorns Advisers
California
$59.2M +$1.33M +10,163 +2%
MWM
12
Mission Wealth Management
California
$56.7M -$1.89M -14,494 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$55.7M -$1.94M -14,871 -3%
Wells Fargo
14
Wells Fargo
California
$49.3M -$1.06M -8,107 -2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$40.5M +$12M +91,997 +45%
Betterment LLC
16
Betterment LLC
New York
$40.2M -$1.35M -10,313 -3%
LPL Financial
17
LPL Financial
California
$40M -$1.57M -12,013 -4%
SRWM
18
Shira Ridge Wealth Management
California
$38.6M -$350K -2,680 -0.9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$33M -$19M -145,820 -38%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$24.7M -$89.5K -685 -0.4%
Raymond James Financial
21
Raymond James Financial
Florida
$24.4M -$1.03M -7,920 -4%
Mariner
22
Mariner
Kansas
$23.1M -$423K -3,242 -2%
Truist Financial
23
Truist Financial
North Carolina
$22.9M -$1.27M -9,694 -5%
HPC
24
HM Payson & Co
Maine
$22M +$422K +3,229 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$22M -$1.66M -12,672 -7%