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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
BFO
426
Boston Family Office
Massachusetts
$223K
ZF
427
Zhang Financial
Michigan
$221K
AG
428
AlTi Global
New York
$221K
MCWS
429
McKinley Carter Wealth Services
West Virginia
$219K
PWM
430
Perigon Wealth Management
California
$219K
HTIM
431
Harbour Trust & Investment Management
Indiana
$218K
HAP
432
Harbor Asset Planning
Massachusetts
$217K
MF
433
Montis Financial
Massachusetts
$216K
MCC
434
Money Concepts Capital
Florida
$210K
BST
435
Bath Savings Trust
Maine
$209K
SCA
436
Sulzberger Capital Advisors
Florida
$209K
PFA
437
Portland Financial Advisors
New York
$208K
PIA
438
Panoramic Investment Advisors
Colorado
$207K
SS
439
SBI Securities
Japan
$207K
GI
440
GLOBALT Investments
Georgia
$206K
PCM
441
Pennsylvania Capital Management
Pennsylvania
$204K
BIA
442
Bell Investment Advisors
California
$203K
VPW
443
Vericrest Private Wealth
Pennsylvania
$202K
Bank of New York Mellon
444
Bank of New York Mellon
New York
$201K
FCG
445
Financial Connections Group
California
$188K
LFASL
446
Lugano Financial Advisors SA (LFA)
Switzerland
$187K
SWM
447
Spire Wealth Management
Virginia
$182K
LAMC
448
Longview Asset Management (California)
California
$182K
FWA
449
Flagship Wealth Advisors
Massachusetts
$164K
GSWM
450
Golden State Wealth Management
California
$157K