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iShares ESG Optimized MSCI USA ETF

534 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 62 funds opening new positions, 157 increasing their positions, 168 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:

3.78% more ownership

Funds ownership: 59.96%63.74% (+3.8%)

7% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 168

Holders
534
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
FWA
451
Flagship Wealth Advisors
Massachusetts
$164K
GSWM
452
Golden State Wealth Management
California
$157K
DF
453
Dunhill Financial
United Kingdom
$154K
FDCP
454
Foster Dykema Cabot & Partners
Massachusetts
$139K
AIA
455
Arcadia Investment Advisors
Idaho
$136K
GEA
456
Glen Eagle Advisors
New Jersey
$134K
HR
457
Howe & Rusling
New York
$118K
HCM
458
Hollencrest Capital Management
California
$117K
AUB
459
Atlantic Union Bankshares
Virginia
$116K
IRC
460
Investors Research Corp
Georgia
$114K
CT
461
Caldwell Trust
Florida
$111K
CIAS
462
Capital Investment Advisory Services
North Carolina
$111K
CA
463
Crewe Advisors
Utah
$104K
GI
464
GAMMA Investing
California
$102K
MEG
465
Millstone Evans Group
Colorado
$102K
ATC
466
Adirondack Trust Company
New York
$102K
PWMG
467
Prestige Wealth Management Group
New Jersey
$98.7K
LAS
468
Lloyd Advisory Services
Georgia
$93K
CTA
469
Colonial Trust Advisors
South Carolina
$90.6K
CWM
470
Cranbrook Wealth Management
Michigan
$90.2K
EPIMS
471
Evelyn Partners Investment Management Services
$88.1K
AssetMark Inc
472
AssetMark Inc
California
$84K
NB
473
NBT Bank
New York
$83.6K
Qube Research & Technologies (QRT)
474
Qube Research & Technologies (QRT)
United Kingdom
$80.3K
VNA
475
Valley National Advisers
Pennsylvania
$78K