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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
NL
476
Navalign LLC
California
$72.2K
RPC
477
Rossmore Private Capital
Connecticut
$70.9K
WCM
478
Westend Capital Management
California
$70.1K
WETS
479
Wealth Enhancement Trust Services
South Dakota
$69.7K
CA
480
CoreCap Advisors
Michigan
$66.6K
PTC
481
Private Trust Company
Ohio
$63.7K
DJSG
482
D.J. St. Germain
Massachusetts
$60.1K
NS
483
NBC Securities
Alabama
$59.9K
RPCA
484
Running Point Capital Advisors
California
$59.4K
PA
485
Parallel Advisors
California
$59.1K
FRA
486
Front Row Advisors
California
$58.9K
DFA
487
DHJJ Financial Advisors
Illinois
$54.3K
BTI
488
Blue Trust Inc
Georgia
$53.8K
BW
489
Basepoint Wealth
Iowa
$52.6K
VWM
490
Valley Wealth Managers
New Jersey
$48.8K
HFS
491
Hantz Financial Services
Michigan
$48K
EPAM
492
Evelyn Partners Asset Management
$46.7K
CMP
493
Coston McIsaac & Partners
Maine
$46K
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$44.2K
RFP
495
Root Financial Partners
California
$41.8K
AIA
496
Armor Investment Advisors
North Carolina
$36K
IF
497
Integrity Financial
Wyoming
$35.5K
WTA
498
Washington Trust Advisors
Massachusetts
$34.8K
CI
499
CX Institutional
Indiana
$32K
FWP
500
FAS Wealth Partners
Kansas
$30.5K