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iShares ESG Optimized MSCI USA ETF

534 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 62 funds opening new positions, 157 increasing their positions, 168 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%)

7% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 168

Holders
534
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
BSSFA
426
Baron Silver Stevens Financial Advisors
Florida
$223K
BFO
427
Boston Family Office
Massachusetts
$223K
MWM
428
Maimon Wealth Management
Israel
$222K
ZF
429
Zhang Financial
Michigan
$221K
AG
430
AlTi Global
New York
$221K
MCWS
431
McKinley Carter Wealth Services
West Virginia
$219K
PWM
432
Perigon Wealth Management
California
$219K
HTIM
433
Harbour Trust & Investment Management
Indiana
$218K
HAP
434
Harbor Asset Planning
Massachusetts
$217K
MF
435
Montis Financial
Massachusetts
$216K
MCC
436
Money Concepts Capital
Florida
$210K
BST
437
Bath Savings Trust
Maine
$209K
SCA
438
Sulzberger Capital Advisors
Florida
$209K
PFA
439
Portland Financial Advisors
New York
$208K
PIA
440
Panoramic Investment Advisors
Colorado
$207K
SS
441
SBI Securities
Japan
$207K
GI
442
GLOBALT Investments
Georgia
$206K
PCM
443
Pennsylvania Capital Management
Pennsylvania
$204K
BIA
444
Bell Investment Advisors
California
$203K
VPW
445
Vericrest Private Wealth
Pennsylvania
$202K
Bank of New York Mellon
446
Bank of New York Mellon
New York
$201K
FCG
447
Financial Connections Group
California
$188K
LFASL
448
Lugano Financial Advisors SA (LFA)
Switzerland
$187K
SWM
449
Spire Wealth Management
Virginia
$182K
LAMC
450
Longview Asset Management (California)
California
$182K