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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
DF
451
Dunhill Financial
United Kingdom
$154K
FDCP
452
Foster Dykema Cabot & Partners
Massachusetts
$139K
AIA
453
Arcadia Investment Advisors
Idaho
$136K
GEA
454
Glen Eagle Advisors
New Jersey
$134K
HR
455
Howe & Rusling
New York
$118K
HCM
456
Hollencrest Capital Management
California
$117K
AUB
457
Atlantic Union Bankshares
Virginia
$116K
IRC
458
Investors Research Corp
Georgia
$114K
CT
459
Caldwell Trust
Florida
$111K
CIAS
460
Capital Investment Advisory Services
North Carolina
$111K
CA
461
Crewe Advisors
Utah
$104K
GI
462
GAMMA Investing
California
$102K
MEG
463
Millstone Evans Group
Colorado
$102K
ATC
464
Adirondack Trust Company
New York
$102K
PWMG
465
Prestige Wealth Management Group
New Jersey
$98.7K
LAS
466
Lloyd Advisory Services
Georgia
$93K
CTA
467
Colonial Trust Advisors
South Carolina
$90.6K
CWM
468
Cranbrook Wealth Management
Michigan
$90.2K
EPIMS
469
Evelyn Partners Investment Management Services
$88.1K
AssetMark Inc
470
AssetMark Inc
California
$84K
NB
471
NBT Bank
New York
$83.6K
Qube Research & Technologies (QRT)
472
Qube Research & Technologies (QRT)
United Kingdom
$80.3K
VNA
473
Valley National Advisers
Pennsylvania
$78K
NL
474
Navalign LLC
California
$72.2K
RPC
475
Rossmore Private Capital
Connecticut
$70.9K