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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
Bessemer Group
326
Bessemer Group
New Jersey
$400K
SPC
327
Sigma Planning Corp
Michigan
$393K
FPH
328
Financial Planning Hawaii
Hawaii
$391K
BCWM
329
Bartlett & Co Wealth Management
Ohio
$385K
CIA
330
Concurrent Investment Advisors
Florida
$382K
WA
331
Wealth Architects
California
$381K
WWM
332
WJ Wealth Management
Arizona
$376K
KA
333
Klingman & Associates
New York
$375K
KLI
334
Kelman-Lazarov Inc
Tennessee
$374K
FWCM
335
Ferguson Wellman Capital Management
Oregon
$365K
AWA
336
Arkadios Wealth Advisors
Georgia
$363K
AA
337
Aufman Associates
Pennsylvania
$360K
HI
338
Harbour Investments
Wisconsin
$359K
HPA
339
High Probability Advisors
New York
$359K
HWA
340
HCR Wealth Advisors
California
$355K
OFP
341
OLIO Financial Planning
Virginia
$355K
AIM
342
Acropolis Investment Management
Missouri
$354K
CPA
343
Capital Performance Advisors
California
$352K
GPA
344
Guerra Pan Advisors
New Jersey
$352K
EAN
345
Excelsior Advisor Network
Colorado
$351K
DWM
346
Dakota Wealth Management
Florida
$350K
LP
347
LGL Partners
Pennsylvania
$349K
CAIM
348
Catherine Avery Investment Management
Florida
$347K
AIC
349
Allodium Investment Consultants
Minnesota
$347K
SF
350
SWP Financial
California
$346K