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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
RWM
401
Refined Wealth Management
Utah
$252K
PFA
402
Pathway Financial Advisors
Vermont
$250K
DC
403
Davenport & Co
Virginia
$247K
BIG
404
Boothe Investment Group
Delaware
$246K
UCFA
405
United Capital Financial Advisors
Texas
$246K
PCM
406
Pointe Capital Management
Michigan
$244K
SC
407
Savant Capital
Illinois
$243K
SF
408
Summit Financial
New Jersey
$243K
PI
409
Pachira Investments
California
$243K
AO
410
Advisor OS
Illinois
$239K
HA
411
Harfst & Associates
Wyoming
$238K
PWM
412
Parkshore Wealth Management
California
$237K
UBS AM
413
UBS AM
Illinois
$237K
ACP
414
Argyle Capital Partners
California
$236K
VHAM
415
Van Hulzen Asset Management
California
$236K
SG
416
Stanich Group
New York
$235K
MA
417
MJP Associates
Connecticut
$235K
FM
418
Family Management
New York
$235K
ES
419
Eagle Strategies
New York
$235K
EW
420
Evoke Wealth
California
$235K
PIA
421
Perennial Investment Advisors
California
$232K
JSW
422
Journey Strategic Wealth
New Jersey
$231K
HPM
423
Hoxton Planning & Management
West Virginia
$225K
RIS
424
Retirement Income Solutions
Michigan
$224K
BSSFA
425
Baron Silver Stevens Financial Advisors
Florida
$223K