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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
BFS
301
Bradley Foster & Sargent
Connecticut
$467K
CFG
302
Citizens Financial Group
Rhode Island
$466K
FHA
303
Flagship Harbor Advisors
Massachusetts
$462K
CWP
304
Corepath Wealth Partners
Arizona
$459K
HIA
305
Harbor Investment Advisory
Maryland
$456K
PI
306
PFG Investments
New York
$452K
SS
307
Sound Stewardship
Kansas
$449K
T
308
TrustBank
Illinois
$448K
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$443K
PHIC
310
Pine Haven Investment Counsel
Massachusetts
$442K
TWM
311
Tradition Wealth Management
Minnesota
$441K
TAM
312
Trillium Asset Management
Massachusetts
$439K
AGA
313
Arkos Global Advisors
Texas
$439K
SAM
314
Smartleaf Asset Management
Massachusetts
$435K
GVCM
315
Global View Capital Management
Wisconsin
$432K
PA
316
Pinnacle Associates
New York
$426K
LI
317
LVZ Inc
Michigan
$425K
BFS
318
BridgePort Financial Solutions
Iowa
$424K
SHGA
319
Sand Hill Global Advisors
California
$423K
AFO
320
Arrowroot Family Office
California
$418K
SDJVC
321
St. Denis J. Villere & Co
Louisiana
$418K
OFG
322
Oxford Financial Group
Indiana
$418K
FFW
323
Fusion Family Wealth
New York
$402K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$402K
IRP
325
Investment Research Partners
Pennsylvania
$401K