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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$6.47M
DWM
52
Destination Wealth Management
California
$6.18M
MML Investors Services
53
MML Investors Services
Massachusetts
$6.11M
DADC
54
D.A. Davidson & Co
Montana
$5.95M
GT
55
Glenview Trust
Kentucky
$5.92M
AL
56
Aspiriant LLC
California
$5.85M
HWA
57
Hilltop Wealth Advisors
North Carolina
$5.85M
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$5.61M
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$5.48M
REMPR
60
Roof Eidam Maycock Peralta (REMP)
California
$5.46M
Brown Advisory
61
Brown Advisory
Maryland
$5.34M
BMC
62
Bear Mountain Capital
Washington
$5.32M
GIP
63
Granite Investment Partners
California
$5.11M
MOS
64
MGO One Seven
Ohio
$4.94M
BCM
65
Brookstone Capital Management
Illinois
$4.89M
FNWM
66
Financial Network Wealth Management
Utah
$4.83M
Cerity Partners
67
Cerity Partners
New York
$4.83M
Jones Financial Companies
68
Jones Financial Companies
Missouri
$4.64M
AWM
69
Aprio Wealth Management
Georgia
$4.63M
TF
70
Tompkins Financial
New York
$4.59M
GC
71
Garde Capital
Washington
$4.49M
GC
72
Grimes & Company
Massachusetts
$4.48M
BWM
73
BigSur Wealth Management
Florida
$4.46M
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$4.42M
MWM
75
Modern Wealth Management
Kansas
$4.29M