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iShares ESG Optimized MSCI USA ETF

532 hedge funds and large institutions have $2.43B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 167 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:

3.78% more ownership

Funds ownership: 59.96%63.74% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
532
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
MBTD
226
Mechanics Bank - Trust Department
California
$752K
WCFA
227
Walkner Condon Financial Advisors
Wisconsin
$752K
MFC
228
Morris Financial Concepts
South Carolina
$750K
PFPG
229
Pinnacle Financial Partners (Georgia)
Georgia
$746K
ML
230
McAdam LLC
Pennsylvania
$731K
MWM
231
Modera Wealth Management
New Jersey
$725K
MFG
232
Merit Financial Group
Georgia
$724K
TWM
233
TriaGen Wealth Management
California
$720K
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$720K
SCM
235
SCS Capital Management
Massachusetts
$708K
FT
236
Fiduciary Trust
Massachusetts
$706K
EWA
237
EP Wealth Advisors
California
$701K
AM
238
AGF Management
Ontario, Canada
$697K
RWM
239
Riverbend Wealth Management
South Carolina
$697K
MG
240
Mather Group
Illinois
$695K
TCM
241
TruNorth Capital Management
Michigan
$688K
MGWM
242
Marks Group Wealth Management
Minnesota
$680K
Vontobel Holding
243
Vontobel Holding
Switzerland
$671K
PMG
244
ProVise Management Group
Florida
$667K
LI
245
LRI Investments
Florida
$665K
Empower Advisory Group
246
Empower Advisory Group
Colorado
$663K
SWP
247
Stratos Wealth Partners
Ohio
$654K
GRP
248
Global Retirement Partners
California
$654K
PFM
249
Peak Financial Management
Massachusetts
$653K
CFFNO
250
Common Fund For Nonprofit Organizations
Connecticut
$653K