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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
WFA
251
West Financial Advisors
Iowa
$644K
MPIM
252
McGinn Penninger Investment Management
Virginia
$639K
SAI
253
Savvy Advisors Inc
New York
$637K
WCM
254
WealthBridge Capital Management
Ohio
$634K
RIS
255
Richmond Investment Services
Wisconsin
$630K
MCM
256
MAI Capital Management
Ohio
$622K
CFA
257
CWS Financial Advisors
Michigan
$622K
Bank Julius Baer & Co
258
Bank Julius Baer & Co
Switzerland
$621K
AAS
259
Ameritas Advisory Services
Nebraska
$618K
AF
260
ASL Financial
California
$613K
SFG
261
Sage Financial Group
Pennsylvania
$611K
SG
262
Sharper & Granite
California
$606K
FCAS
263
First Command Advisory Services
Texas
$601K
MF
264
Meridian Financial
Massachusetts
$599K
JIC
265
Johnson Investment Counsel
Ohio
$597K
OFG
266
Opulen Financial Group
Virginia
$592K
WWM
267
Western Wealth Management
Colorado
$584K
TCOV
268
Trust Company of Vermont
Vermont
$581K
MCM
269
Mill Capital Management
North Carolina
$578K
PCFFS
270
Pacific Center for Financial Services
California
$578K
RWM
271
Ritholtz Wealth Management
New York
$571K
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$559K
PIM
273
Progressive Investment Management
Oregon
$557K
BCPWM
274
Bradley & Co Private Wealth Management
Florida
$555K
SFG
275
SNS Financial Group
Minnesota
$550K