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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
HCM
451
Hollencrest Capital Management
California
$117K
AUB
452
Atlantic Union Bankshares
Virginia
$116K
IRC
453
Investors Research Corp
Georgia
$114K
CT
454
Caldwell Trust
Florida
$111K
CIAS
455
Capital Investment Advisory Services
North Carolina
$111K
CA
456
Crewe Advisors
Utah
$104K
GI
457
GAMMA Investing
California
$102K
MEG
458
Millstone Evans Group
Colorado
$102K
ATC
459
Adirondack Trust Company
New York
$102K
PWMG
460
Prestige Wealth Management Group
New Jersey
$98.7K
LAS
461
Lloyd Advisory Services
Georgia
$93K
CTA
462
Colonial Trust Advisors
South Carolina
$90.6K
CWM
463
Cranbrook Wealth Management
Michigan
$90.2K
EPIMS
464
Evelyn Partners Investment Management Services
$88.1K
AssetMark Inc
465
AssetMark Inc
California
$84K
NB
466
NBT Bank
New York
$83.6K
Qube Research & Technologies (QRT)
467
Qube Research & Technologies (QRT)
United Kingdom
$80.3K
VNA
468
Valley National Advisers
Pennsylvania
$78K
NL
469
Navalign LLC
California
$72.2K
RPC
470
Rossmore Private Capital
Connecticut
$70.9K
WCM
471
Westend Capital Management
California
$70.1K
WETS
472
Wealth Enhancement Trust Services
South Dakota
$69.7K
CA
473
CoreCap Advisors
Michigan
$66.6K
PTC
474
Private Trust Company
Ohio
$63.7K
DJSG
475
D.J. St. Germain
Massachusetts
$60.1K