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iShares ESG Optimized MSCI USA ETF

531 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 60 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:

3.76% more ownership

Funds ownership: 59.96%63.71% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
531
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
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$402K
IRP
327
Investment Research Partners
Pennsylvania
$401K
Bessemer Group
328
Bessemer Group
New Jersey
$400K
SPC
329
Sigma Planning Corp
Michigan
$393K
FPH
330
Financial Planning Hawaii
Hawaii
$391K
BCWM
331
Bartlett & Co Wealth Management
Ohio
$385K
CIA
332
Concurrent Investment Advisors
Florida
$382K
WA
333
Wealth Architects
California
$381K
WWM
334
WJ Wealth Management
Arizona
$376K
KA
335
Klingman & Associates
New York
$375K
KLI
336
Kelman-Lazarov Inc
Tennessee
$374K
FWCM
337
Ferguson Wellman Capital Management
Oregon
$365K
AWA
338
Arkadios Wealth Advisors
Georgia
$363K
AA
339
Aufman Associates
Pennsylvania
$360K
HI
340
Harbour Investments
Wisconsin
$359K
HPA
341
High Probability Advisors
New York
$359K
HWA
342
HCR Wealth Advisors
California
$355K
OFP
343
OLIO Financial Planning
Virginia
$355K
AIM
344
Acropolis Investment Management
Missouri
$354K
CPA
345
Capital Performance Advisors
California
$352K
GPA
346
Guerra Pan Advisors
New Jersey
$352K
EAN
347
Excelsior Advisor Network
Colorado
$351K
DWM
348
Dakota Wealth Management
Florida
$350K
LP
349
LGL Partners
Pennsylvania
$349K
CAIM
350
Catherine Avery Investment Management
Florida
$347K