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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
ZAM
276
Zevin Asset Management
Massachusetts
$549K
CWM
277
Connecticut Wealth Management
Connecticut
$547K
GPCM
278
Guardsman Private Capital Management
Florida
$544K
NSIM
279
North Star Investment Management
Illinois
$538K
UIA
280
Ulland Investment Advisors
Minnesota
$537K
PRAG
281
Portfolio Resources Advisor Group
Florida
$530K
PAA
282
Peregrine Asset Advisers
Oregon
$528K
FFA
283
First Foundation Advisors
California
$526K
WF
284
Warner Financial
Maryland
$517K
HG
285
Harbor Group
New Hampshire
$515K
WCG
286
Weaver Consulting Group
California
$513K
AWA
287
Asempa Wealth Advisors
Louisiana
$510K
ABC
288
Associated Banc-Corp
Wisconsin
$502K
B
289
Birchbrook
Maine
$497K
DE
290
Diversified Enterprises
Delaware
$495K
SVWAG
291
Sound View Wealth Advisors Group
Georgia
$492K
IIC
292
Integrated Investment Consultants
Michigan
$490K
ATPW
293
Ashton Thomas Private Wealth
Arizona
$476K
HCM
294
Highview Capital Management
Illinois
$476K
MCFP
295
Mallini Complete Financial Planning
Florida
$475K
WA
296
Win Advisors
Florida
$474K
SA
297
Sanctuary Advisors
Indiana
$474K
KFP
298
KMG Fiduciary Partners
Ohio
$473K
JMNC
299
J. Mark Nickell & Co
Tennessee
$469K
FWI
300
Facet Wealth Inc
Maryland
$468K