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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
KDA
251
Kraft Davis & Associates
Missouri
$652K
KNW
252
Kesler Norman & Wride
Utah
$650K
BC
253
Brio Consultants
California
$647K
WFA
254
West Financial Advisors
Iowa
$644K
MPIM
255
McGinn Penninger Investment Management
Virginia
$639K
SAI
256
Savvy Advisors Inc
New York
$637K
WCM
257
WealthBridge Capital Management
Ohio
$634K
RIS
258
Richmond Investment Services
Wisconsin
$630K
MCM
259
MAI Capital Management
Ohio
$622K
CFA
260
CWS Financial Advisors
Michigan
$622K
Bank Julius Baer & Co
261
Bank Julius Baer & Co
Switzerland
$621K
AAS
262
Ameritas Advisory Services
Nebraska
$618K
AF
263
ASL Financial
California
$613K
SFG
264
Sage Financial Group
Pennsylvania
$611K
SG
265
Sharper & Granite
California
$606K
FCAS
266
First Command Advisory Services
Texas
$601K
MF
267
Meridian Financial
Massachusetts
$599K
JIC
268
Johnson Investment Counsel
Ohio
$597K
OFG
269
Opulen Financial Group
Virginia
$592K
WWM
270
Western Wealth Management
Colorado
$584K
TCOV
271
Trust Company of Vermont
Vermont
$581K
MCM
272
Mill Capital Management
North Carolina
$578K
PCFFS
273
Pacific Center for Financial Services
California
$578K
RWM
274
Ritholtz Wealth Management
New York
$571K
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$559K