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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
NS
476
NBC Securities
Alabama
$59.9K
RPCA
477
Running Point Capital Advisors
California
$59.4K
PA
478
Parallel Advisors
California
$59.1K
FRA
479
Front Row Advisors
California
$58.9K
DFA
480
DHJJ Financial Advisors
Illinois
$54.3K
BTI
481
Blue Trust Inc
Georgia
$53.8K
BW
482
Basepoint Wealth
Iowa
$52.6K
VWM
483
Valley Wealth Managers
New Jersey
$48.8K
HFS
484
Hantz Financial Services
Michigan
$48K
EPAM
485
Evelyn Partners Asset Management
$46.7K
CMP
486
Coston McIsaac & Partners
Maine
$46K
CIBC Private Wealth Group
487
CIBC Private Wealth Group
Georgia
$44.2K
RFP
488
Root Financial Partners
California
$41.8K
AIA
489
Armor Investment Advisors
North Carolina
$36K
IF
490
Integrity Financial
Wyoming
$35.5K
WTA
491
Washington Trust Advisors
Massachusetts
$34.8K
CI
492
CX Institutional
Indiana
$32K
FWP
493
FAS Wealth Partners
Kansas
$30.5K
CF
494
Collier Financial
Colorado
$27.4K
PAIM
495
Punch & Associates Investment Management
Minnesota
$26.5K
LFG
496
Larson Financial Group
Missouri
$25.4K
TCM
497
Triumph Capital Management
Colorado
$23.1K
HWA
498
Heritage Wealth Advisors
Virginia
$23K
AF
499
Advisornet Financial
Minnesota
$23K
EWP
500
Elevation Wealth Partners
California
$20.9K