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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
GKWIM
151
Gerber Kawasaki Wealth & Investment Management
California
$1.43M
SWA
152
SOA Wealth Advisors
New York
$1.4M
CL
153
Choreo LLC
Illinois
$1.4M
WT
154
WHI Trust
Illinois
$1.39M
EPW
155
Evolve Private Wealth
California
$1.39M
WA
156
Waverly Advisors
Alabama
$1.37M
Members Trust
157
Members Trust
Florida
$1.36M
PGA
158
Portland Global Advisors
Maine
$1.35M
PPA
159
Pilgrim Partners Asia
Singapore
$1.34M
MSA
160
Marino Stram & Associates
Massachusetts
$1.32M
BM
161
Berman McAleer
Maryland
$1.3M
Lido Advisors
162
Lido Advisors
California
$1.27M
DCP
163
DSM Capital Partners
Florida
$1.22M
EWP
164
Evergreen Wealth Partners
Montana
$1.22M
SCA
165
Snowden Capital Advisors
New York
$1.21M
RIM
166
Ryan Investment Management
Colorado
$1.21M
TFM
167
TFC Financial Management
Massachusetts
$1.21M
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M
GSWM
169
Greenup Street Wealth Management
Michigan
$1.2M
SWM
170
SK Wealth Management
Rhode Island
$1.19M
RCWM
171
Red Crane Wealth Management
California
$1.19M
RRA
172
Round Rock Advisors
Connecticut
$1.19M
GT
173
Glenmede Trust
Pennsylvania
$1.19M
WB
174
WesBanco Bank
West Virginia
$1.19M
PSC
175
Prentiss Smith & Co
Vermont
$1.17M