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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
MFA
201
McClarren Financial Advisors
Pennsylvania
$964K
JFA
202
JNBA Financial Advisors
Minnesota
$942K
AC
203
Apella Capital
Connecticut
$918K
WIM
204
Westside Investment Management
California
$912K
MYIA
205
Mount Yale Investment Advisors
Colorado
$897K
WP
206
WealthShield Partners
North Carolina
$892K
MIA
207
MMBG Investment Advisors
Florida
$887K
EH
208
Equitable Holdings
New York
$878K
Comerica Bank
209
Comerica Bank
Texas
$877K
NA
210
Nautilus Advisors
California
$864K
JWCA
211
J.W. Cole Advisors
Florida
$856K
HCM
212
Hengehold Capital Management
Ohio
$849K
FFA
213
Farther Finance Advisors
California
$842K
CICC
214
Capital Investment Counsel (Colorado)
Colorado
$836K
EPW
215
Endeavor Private Wealth
Kansas
$836K
HBT
216
Hills Bank & Trust
Iowa
$828K
WDL
217
Well Done LLC
Michigan
$823K
RFA
218
Rollins Financial Advisors
New York
$819K
CCM
219
Coldstream Capital Management
Washington
$812K
NI
220
Natural Investments
California
$809K
BONH
221
Bank of New Hampshire
New Hampshire
$807K
SWM
222
Silverlake Wealth Management
Vermont
$783K
BCI
223
Brinker Capital Investments
Pennsylvania
$777K
PCM
224
Parsons Capital Management
Rhode Island
$756K
MBTD
225
Mechanics Bank - Trust Department
California
$752K