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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
PWM
426
Perigon Wealth Management
California
$219K
HTIM
427
Harbour Trust & Investment Management
Indiana
$218K
HAP
428
Harbor Asset Planning
Massachusetts
$217K
MF
429
Montis Financial
Massachusetts
$216K
MCC
430
Money Concepts Capital
Florida
$210K
BST
431
Bath Savings Trust
Maine
$209K
SCA
432
Sulzberger Capital Advisors
Florida
$209K
PFA
433
Portland Financial Advisors
New York
$208K
PIA
434
Panoramic Investment Advisors
Colorado
$207K
SS
435
SBI Securities
Japan
$207K
GI
436
GLOBALT Investments
Georgia
$206K
PCM
437
Pennsylvania Capital Management
Pennsylvania
$204K
BIA
438
Bell Investment Advisors
California
$203K
Bank of New York Mellon
439
Bank of New York Mellon
New York
$201K
FCG
440
Financial Connections Group
California
$188K
LFASL
441
Lugano Financial Advisors SA (LFA)
Switzerland
$187K
SWM
442
Spire Wealth Management
Virginia
$182K
LAMC
443
Longview Asset Management (California)
California
$182K
FWA
444
Flagship Wealth Advisors
Massachusetts
$164K
GSWM
445
Golden State Wealth Management
California
$157K
DF
446
Dunhill Financial
United Kingdom
$154K
FDCP
447
Foster Dykema Cabot & Partners
Massachusetts
$139K
AIA
448
Arcadia Investment Advisors
Idaho
$136K
GEA
449
Glen Eagle Advisors
New Jersey
$134K
HR
450
Howe & Rusling
New York
$118K