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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
KFP
301
KMG Fiduciary Partners
Ohio
$473K
JMNC
302
J. Mark Nickell & Co
Tennessee
$469K
FWI
303
Facet Wealth Inc
Maryland
$468K
BFS
304
Bradley Foster & Sargent
Connecticut
$467K
CFG
305
Citizens Financial Group
Rhode Island
$466K
FHA
306
Flagship Harbor Advisors
Massachusetts
$462K
CWP
307
Corepath Wealth Partners
Arizona
$459K
HIA
308
Harbor Investment Advisory
Maryland
$456K
PI
309
PFG Investments
New York
$452K
SS
310
Sound Stewardship
Kansas
$449K
T
311
TrustBank
Illinois
$448K
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$443K
PHIC
313
Pine Haven Investment Counsel
Massachusetts
$442K
TWM
314
Tradition Wealth Management
Minnesota
$441K
TAM
315
Trillium Asset Management
Massachusetts
$439K
AGA
316
Arkos Global Advisors
Texas
$439K
SAM
317
Smartleaf Asset Management
Massachusetts
$435K
GVCM
318
Global View Capital Management
Wisconsin
$432K
PA
319
Pinnacle Associates
New York
$426K
LI
320
LVZ Inc
Michigan
$425K
BFS
321
BridgePort Financial Solutions
Iowa
$424K
SHGA
322
Sand Hill Global Advisors
California
$423K
AFO
323
Arrowroot Family Office
California
$418K
SDJVC
324
St. Denis J. Villere & Co
Louisiana
$418K
OFG
325
Oxford Financial Group
Indiana
$418K