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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
DWT
351
Dorsey & Whitney Trust
South Dakota
$342K
PWMAG
352
Pinnacle Wealth Management Advisory Group
New Jersey
$333K
FPW
353
Flagship Private Wealth
Massachusetts
$330K
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$329K
GBT
355
Grove Bank & Trust
Florida
$324K
DT
356
Diversified Trust
Tennessee
$324K
BRIA
357
Balanced Rock Investment Advisors
Massachusetts
$321K
KSB
358
Kennebec Savings Bank
Maine
$321K
WLIM
359
White Lighthouse Investment Management
Massachusetts
$321K
PAI
360
Pittenger & Anderson Inc
Nebraska
$320K
S
361
SignatureFD
Georgia
$317K
FFN
362
Focus Financial Network
Minnesota
$317K
PGAM
363
Princeton Global Asset Management
New Jersey
$312K
First Manhattan
364
First Manhattan
New York
$312K
WFS
365
WealthGarden F.S.
California
$312K
VA
366
VestGen Advisors
Illinois
$310K
FCIM
367
Fairview Capital Investment Management
California
$309K
FWM
368
Forza Wealth Management
Florida
$305K
LIM
369
Leavell Investment Management
Alabama
$300K
AWP
370
Axis Wealth Partners
Rhode Island
$296K
Neuberger Berman Group
371
Neuberger Berman Group
New York
$292K
MFG
372
Magnus Financial Group
New York
$290K
BIG
373
Brooklyn Investment Group
New York
$290K
TRCT
374
Tower Research Capital (TRC)
New York
$289K
FFC
375
Frederick Financial Consultants
Maryland
$289K