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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
AIC
351
Allodium Investment Consultants
Minnesota
$347K
SF
352
SWP Financial
California
$346K
DWT
353
Dorsey & Whitney Trust
South Dakota
$342K
PWMAG
354
Pinnacle Wealth Management Advisory Group
New Jersey
$333K
FPW
355
Flagship Private Wealth
Massachusetts
$330K
BHWM
356
Bar Harbor Wealth Management
New Hampshire
$329K
GBT
357
Grove Bank & Trust
Florida
$324K
DT
358
Diversified Trust
Tennessee
$324K
BRIA
359
Balanced Rock Investment Advisors
Massachusetts
$321K
KSB
360
Kennebec Savings Bank
Maine
$321K
WLIM
361
White Lighthouse Investment Management
Massachusetts
$321K
PAI
362
Pittenger & Anderson Inc
Nebraska
$320K
S
363
SignatureFD
Georgia
$317K
FFN
364
Focus Financial Network
Minnesota
$317K
CWA
365
Consilio Wealth Advisors
Washington
$313K
PGAM
366
Princeton Global Asset Management
New Jersey
$312K
First Manhattan
367
First Manhattan
New York
$312K
WFS
368
WealthGarden F.S.
California
$312K
VA
369
VestGen Advisors
Illinois
$310K
FCIM
370
Fairview Capital Investment Management
California
$309K
FWM
371
Forza Wealth Management
Florida
$305K
LIM
372
Leavell Investment Management
Alabama
$300K
AWP
373
Axis Wealth Partners
Rhode Island
$296K
Neuberger Berman Group
374
Neuberger Berman Group
New York
$292K
MFG
375
Magnus Financial Group
New York
$290K