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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
PIM
376
Penobscot Investment Management
Massachusetts
$286K
CA
377
Cornerstone Advisory
Maryland
$285K
CAWM
378
Capital Advisors Wealth Management
Washington
$282K
AWM
379
Affinity Wealth Management
Delaware
$282K
DAS
380
Dynamic Advisor Solutions
Arizona
$282K
MAC
381
Mason & Associates (California)
California
$281K
PWMG
382
Private Wealth Management Group
New Jersey
$281K
TW
383
Traveka Wealth
California
$279K
SFC
384
Strategic Financial Concepts
Texas
$279K
GWM
385
Geneos Wealth Management
Colorado
$277K
IWP
386
IAG Wealth Partners
Wisconsin
$274K
EPP
387
ETF Portfolio Partners
Kansas
$267K
JWA
388
JFS Wealth Advisors
Pennsylvania
$267K
AllianceBernstein
389
AllianceBernstein
Tennessee
$267K
MHC
390
May Hill Capital
Massachusetts
$267K
GA
391
Goldstein Advisors
Wisconsin
$266K
WTFG
392
Wood Tarver Financial Group
Idaho
$266K
CP
393
Creekside Partners
California
$261K
CCFM
394
Clear Creek Financial Management
Washington
$259K
LOWM
395
Laurel Oak Wealth Management
New Jersey
$259K
SWM
396
SigFig Wealth Management
California
$255K
RWM
397
Refined Wealth Management
Utah
$252K
PFA
398
Pathway Financial Advisors
Vermont
$250K
DC
399
Davenport & Co
Virginia
$247K
BIG
400
Boothe Investment Group
Delaware
$246K