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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
UCFA
401
United Capital Financial Advisors
Texas
$246K
PCM
402
Pointe Capital Management
Michigan
$244K
SC
403
Savant Capital
Illinois
$243K
SF
404
Summit Financial
New Jersey
$243K
PI
405
Pachira Investments
California
$243K
AO
406
Advisor OS
Illinois
$239K
HA
407
Harfst & Associates
Wyoming
$238K
PWM
408
Parkshore Wealth Management
California
$237K
UBS AM
409
UBS AM
Illinois
$237K
ACP
410
Argyle Capital Partners
California
$236K
VHAM
411
Van Hulzen Asset Management
California
$236K
SG
412
Stanich Group
New York
$235K
MA
413
MJP Associates
Connecticut
$235K
FM
414
Family Management
New York
$235K
ES
415
Eagle Strategies
New York
$235K
EW
416
Evoke Wealth
California
$235K
PIA
417
Perennial Investment Advisors
California
$232K
JSW
418
Journey Strategic Wealth
New Jersey
$231K
HPM
419
Hoxton Planning & Management
West Virginia
$225K
RIS
420
Retirement Income Solutions
Michigan
$224K
BSSFA
421
Baron Silver Stevens Financial Advisors
Florida
$223K
BFO
422
Boston Family Office
Massachusetts
$223K
ZF
423
Zhang Financial
Michigan
$221K
AG
424
AlTi Global
New York
$221K
MCWS
425
McKinley Carter Wealth Services
West Virginia
$219K