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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
KNW
251
Kesler Norman & Wride
Utah
$650K
BC
252
Brio Consultants
California
$647K
WFA
253
West Financial Advisors
Iowa
$644K
MPIM
254
McGinn Penninger Investment Management
Virginia
$639K
SAI
255
Savvy Advisors Inc
New York
$637K
WCM
256
WealthBridge Capital Management
Ohio
$634K
RIS
257
Richmond Investment Services
Wisconsin
$630K
MCM
258
MAI Capital Management
Ohio
$622K
CFA
259
CWS Financial Advisors
Michigan
$622K
Bank Julius Baer & Co
260
Bank Julius Baer & Co
Switzerland
$621K
AAS
261
Ameritas Advisory Services
Nebraska
$618K
AF
262
ASL Financial
California
$613K
SFG
263
Sage Financial Group
Pennsylvania
$611K
SG
264
Sharper & Granite
California
$606K
FCAS
265
First Command Advisory Services
Texas
$601K
MF
266
Meridian Financial
Massachusetts
$599K
JIC
267
Johnson Investment Counsel
Ohio
$597K
OFG
268
Opulen Financial Group
Virginia
$592K
WWM
269
Western Wealth Management
Colorado
$584K
TCOV
270
Trust Company of Vermont
Vermont
$581K
MCM
271
Mill Capital Management
North Carolina
$578K
PCFFS
272
Pacific Center for Financial Services
California
$578K
RWM
273
Ritholtz Wealth Management
New York
$571K
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$559K
PIM
275
Progressive Investment Management
Oregon
$557K