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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
BIG
376
Brooklyn Investment Group
New York
$290K
TRCT
377
Tower Research Capital (TRC)
New York
$289K
FFC
378
Frederick Financial Consultants
Maryland
$289K
PIM
379
Penobscot Investment Management
Massachusetts
$286K
CA
380
Cornerstone Advisory
Maryland
$285K
CAWM
381
Capital Advisors Wealth Management
Washington
$282K
AWM
382
Affinity Wealth Management
Delaware
$282K
DAS
383
Dynamic Advisor Solutions
Arizona
$282K
MAC
384
Mason & Associates (California)
California
$281K
PWMG
385
Private Wealth Management Group
New Jersey
$281K
TW
386
Traveka Wealth
California
$279K
SFC
387
Strategic Financial Concepts
Texas
$279K
GWM
388
Geneos Wealth Management
Colorado
$277K
IWP
389
IAG Wealth Partners
Wisconsin
$274K
EPP
390
ETF Portfolio Partners
Kansas
$267K
JWA
391
JFS Wealth Advisors
Pennsylvania
$267K
MHC
392
May Hill Capital
Massachusetts
$267K
AllianceBernstein
393
AllianceBernstein
Tennessee
$267K
GA
394
Goldstein Advisors
Wisconsin
$266K
WTFG
395
Wood Tarver Financial Group
Idaho
$266K
CP
396
Creekside Partners
California
$261K
CCFM
397
Clear Creek Financial Management
Washington
$259K
LOWM
398
Laurel Oak Wealth Management
New Jersey
$259K
FI
399
Financial Insights
Washington
$256K
SWM
400
SigFig Wealth Management
California
$255K