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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
WTC
101
WhitTier Trust Company
Nevada
$2.79M
PAG
102
Private Advisor Group
New Jersey
$2.79M
CAM
103
Cresset Asset Management
Illinois
$2.77M
MMA
104
Miracle Mile Advisors
California
$2.75M
AF
105
Allworth Financial
California
$2.75M
CAG
106
Crestwood Advisors Group
Massachusetts
$2.68M
ADL
107
Asset Dedication LLC
California
$2.62M
FWM
108
Fingerlakes Wealth Management
New York
$2.57M
William Blair & Company
109
William Blair & Company
Illinois
$2.57M
CB
110
Commerce Bank
Missouri
$2.55M
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$2.41M
ECA
112
Elevation Capital Advisory
Oregon
$2.33M
OWA
113
One Wealth Advisors
California
$2.27M
CWM
114
Cornerstone Wealth Management
Missouri
$2.24M
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$2.23M
GA
116
GoalVest Advisory
New York
$2.18M
CPIG
117
Chicago Partners Investment Group
Illinois
$2.14M
LGWM
118
Litman Gregory Wealth Management
California
$2.04M
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.02M
Fidelity Investments
120
Fidelity Investments
Massachusetts
$2.01M
VPIM
121
Vanguard Personalized Indexing Management
California
$2.01M
FPF
122
First Pacific Financial
Washington
$1.96M
NCTC
123
New Covenant Trust Company
Indiana
$1.96M
3AM
124
3EDGE Asset Management
Florida
$1.95M
ECM
125
Evergreen Capital Management
Washington
$1.95M