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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
SWM
401
SigFig Wealth Management
California
$255K
RWM
402
Refined Wealth Management
Utah
$252K
PFA
403
Pathway Financial Advisors
Vermont
$250K
DC
404
Davenport & Co
Virginia
$247K
BIG
405
Boothe Investment Group
Delaware
$246K
UCFA
406
United Capital Financial Advisors
Texas
$246K
PCM
407
Pointe Capital Management
Michigan
$244K
SC
408
Savant Capital
Illinois
$243K
SF
409
Summit Financial
New Jersey
$243K
PI
410
Pachira Investments
California
$243K
AO
411
Advisor OS
Illinois
$239K
HA
412
Harfst & Associates
Wyoming
$238K
PWM
413
Parkshore Wealth Management
California
$237K
UBS AM
414
UBS AM
Illinois
$237K
ACP
415
Argyle Capital Partners
California
$236K
VHAM
416
Van Hulzen Asset Management
California
$236K
SG
417
Stanich Group
New York
$235K
MA
418
MJP Associates
Connecticut
$235K
FM
419
Family Management
New York
$235K
ES
420
Eagle Strategies
New York
$235K
EW
421
Evoke Wealth
California
$235K
PIA
422
Perennial Investment Advisors
California
$232K
JSW
423
Journey Strategic Wealth
New Jersey
$231K
HPM
424
Hoxton Planning & Management
West Virginia
$225K
RIS
425
Retirement Income Solutions
Michigan
$224K