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iShares ESG Optimized MSCI USA ETF

525 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 166 reducing their positions, and 18 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.64% more ownership

Funds ownership: 59.95%63.59% (+3.6%)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
525
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
PFPG
226
Pinnacle Financial Partners (Georgia)
Georgia
$746K
ML
227
McAdam LLC
Pennsylvania
$731K
MWM
228
Modera Wealth Management
New Jersey
$725K
MFG
229
Merit Financial Group
Georgia
$724K
TWM
230
TriaGen Wealth Management
California
$720K
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$720K
SCM
232
SCS Capital Management
Massachusetts
$708K
FT
233
Fiduciary Trust
Massachusetts
$706K
EWA
234
EP Wealth Advisors
California
$701K
AM
235
AGF Management
Ontario, Canada
$697K
RWM
236
Riverbend Wealth Management
South Carolina
$697K
MG
237
Mather Group
Illinois
$695K
TCM
238
TruNorth Capital Management
Michigan
$688K
MGWM
239
Marks Group Wealth Management
Minnesota
$680K
Vontobel Holding
240
Vontobel Holding
Switzerland
$671K
PMG
241
ProVise Management Group
Florida
$667K
LI
242
LRI Investments
Florida
$665K
Empower Advisory Group
243
Empower Advisory Group
Colorado
$663K
SWP
244
Stratos Wealth Partners
Ohio
$654K
GRP
245
Global Retirement Partners
California
$654K
PFM
246
Peak Financial Management
Massachusetts
$653K
CFFNO
247
Common Fund For Nonprofit Organizations
Connecticut
$653K
KDA
248
Kraft Davis & Associates
Missouri
$652K
KNW
249
Kesler Norman & Wride
Utah
$650K
BC
250
Brio Consultants
California
$647K