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iShares ESG Optimized MSCI USA ETF

531 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 60 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:

3.76% more ownership

Funds ownership: 59.96%63.71% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
531
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
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$752K
MFC
227
Morris Financial Concepts
South Carolina
$750K
PFPG
228
Pinnacle Financial Partners (Georgia)
Georgia
$746K
ML
229
McAdam LLC
Pennsylvania
$731K
MWM
230
Modera Wealth Management
New Jersey
$725K
MFG
231
Merit Financial Group
Georgia
$724K
TWM
232
TriaGen Wealth Management
California
$720K
Thrivent Financial for Lutherans
233
Thrivent Financial for Lutherans
Minnesota
$720K
SCM
234
SCS Capital Management
Massachusetts
$708K
FT
235
Fiduciary Trust
Massachusetts
$706K
EWA
236
EP Wealth Advisors
California
$701K
AM
237
AGF Management
Ontario, Canada
$697K
RWM
238
Riverbend Wealth Management
South Carolina
$697K
MG
239
Mather Group
Illinois
$695K
TCM
240
TruNorth Capital Management
Michigan
$688K
MGWM
241
Marks Group Wealth Management
Minnesota
$680K
Vontobel Holding
242
Vontobel Holding
Switzerland
$671K
PMG
243
ProVise Management Group
Florida
$667K
LI
244
LRI Investments
Florida
$665K
Empower Advisory Group
245
Empower Advisory Group
Colorado
$663K
SWP
246
Stratos Wealth Partners
Ohio
$654K
GRP
247
Global Retirement Partners
California
$654K
PFM
248
Peak Financial Management
Massachusetts
$653K
CFFNO
249
Common Fund For Nonprofit Organizations
Connecticut
$653K
KDA
250
Kraft Davis & Associates
Missouri
$652K