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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
FFW
326
Fusion Family Wealth
New York
$402K
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$402K
IRP
328
Investment Research Partners
Pennsylvania
$401K
Bessemer Group
329
Bessemer Group
New Jersey
$400K
SPC
330
Sigma Planning Corp
Michigan
$393K
FPH
331
Financial Planning Hawaii
Hawaii
$391K
BCWM
332
Bartlett & Co Wealth Management
Ohio
$385K
CIA
333
Concurrent Investment Advisors
Florida
$382K
WA
334
Wealth Architects
California
$381K
WWM
335
WJ Wealth Management
Arizona
$376K
KA
336
Klingman & Associates
New York
$375K
KLI
337
Kelman-Lazarov Inc
Tennessee
$374K
FWCM
338
Ferguson Wellman Capital Management
Oregon
$365K
AWA
339
Arkadios Wealth Advisors
Georgia
$363K
AA
340
Aufman Associates
Pennsylvania
$360K
HI
341
Harbour Investments
Wisconsin
$359K
HPA
342
High Probability Advisors
New York
$359K
HWA
343
HCR Wealth Advisors
California
$355K
OFP
344
OLIO Financial Planning
Virginia
$355K
AIM
345
Acropolis Investment Management
Missouri
$354K
CPA
346
Capital Performance Advisors
California
$352K
GPA
347
Guerra Pan Advisors
New Jersey
$352K
EAN
348
Excelsior Advisor Network
Colorado
$351K
DWM
349
Dakota Wealth Management
Florida
$350K
LP
350
LGL Partners
Pennsylvania
$349K