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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
TIAA Trust, National Association
126
TIAA Trust, National Association
North Carolina
$1.95M
TC
127
Trust Company
Kansas
$1.92M
EWM
128
Evercore Wealth Management
New York
$1.88M
AWM
129
AE Wealth Management
Kansas
$1.88M
EI
130
Ellevest Inc
New York
$1.86M
FSA
131
Financial Services Advisory
Maryland
$1.84M
MIA
132
Milestone Investment Advisors
Wisconsin
$1.83M
MHS
133
M Holdings Securities
Oregon
$1.81M
VAS
134
Vestmark Advisory Solutions
Massachusetts
$1.79M
SFA
135
Sequoia Financial Advisors
Ohio
$1.76M
CA
136
Clearstead Advisors
Ohio
$1.76M
CCM
137
Colorado Capital Management
Colorado
$1.75M
GAM
138
Gould Asset Management
California
$1.73M
BAAM
139
Baker Avenue Asset Management
California
$1.72M
WAG
140
Winthrop Advisory Group
Massachusetts
$1.71M
RCA
141
Resonant Capital Advisors
Wisconsin
$1.68M
ACA
142
Aptus Capital Advisors
Alabama
$1.65M
APP
143
Avantax Planning Partners
Iowa
$1.64M
BIA
144
Bigelow Investment Advisors
Maine
$1.63M
AA
145
Addison Advisors
Vermont
$1.62M
Franklin Resources
146
Franklin Resources
California
$1.59M
BDFN
147
Bond & Devick Financial Network
Minnesota
$1.55M
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$1.51M
BPA
149
Beacon Pointe Advisors
California
$1.5M
BFA
150
Bluestem Financial Advisors
Illinois
$1.46M