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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
CAIM
351
Catherine Avery Investment Management
Florida
$347K
AIC
352
Allodium Investment Consultants
Minnesota
$347K
SF
353
SWP Financial
California
$346K
DWT
354
Dorsey & Whitney Trust
South Dakota
$342K
PWMAG
355
Pinnacle Wealth Management Advisory Group
New Jersey
$333K
FPW
356
Flagship Private Wealth
Massachusetts
$330K
BHWM
357
Bar Harbor Wealth Management
New Hampshire
$329K
GBT
358
Grove Bank & Trust
Florida
$324K
DT
359
Diversified Trust
Tennessee
$324K
BRIA
360
Balanced Rock Investment Advisors
Massachusetts
$321K
KSB
361
Kennebec Savings Bank
Maine
$321K
WLIM
362
White Lighthouse Investment Management
Massachusetts
$321K
PAI
363
Pittenger & Anderson Inc
Nebraska
$320K
S
364
SignatureFD
Georgia
$317K
FFN
365
Focus Financial Network
Minnesota
$317K
CWA
366
Consilio Wealth Advisors
Washington
$313K
PGAM
367
Princeton Global Asset Management
New Jersey
$312K
First Manhattan
368
First Manhattan
New York
$312K
WFS
369
WealthGarden F.S.
California
$312K
VA
370
VestGen Advisors
Illinois
$310K
FCIM
371
Fairview Capital Investment Management
California
$309K
FWM
372
Forza Wealth Management
Florida
$305K
LIM
373
Leavell Investment Management
Alabama
$300K
AWP
374
Axis Wealth Partners
Rhode Island
$296K
Neuberger Berman Group
375
Neuberger Berman Group
New York
$292K