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iShares ESG Optimized MSCI USA ETF

532 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 61 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:

3.78% more ownership

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

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
532
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
RPC
476
Rossmore Private Capital
Connecticut
$70.9K
WCM
477
Westend Capital Management
California
$70.1K
WETS
478
Wealth Enhancement Trust Services
South Dakota
$69.7K
CA
479
CoreCap Advisors
Michigan
$66.6K
PTC
480
Private Trust Company
Ohio
$63.7K
DJSG
481
D.J. St. Germain
Massachusetts
$60.1K
NS
482
NBC Securities
Alabama
$59.9K
RPCA
483
Running Point Capital Advisors
California
$59.4K
PA
484
Parallel Advisors
California
$59.1K
FRA
485
Front Row Advisors
California
$58.9K
DFA
486
DHJJ Financial Advisors
Illinois
$54.3K
BTI
487
Blue Trust Inc
Georgia
$53.8K
BW
488
Basepoint Wealth
Iowa
$52.6K
VWM
489
Valley Wealth Managers
New Jersey
$48.8K
HFS
490
Hantz Financial Services
Michigan
$48K
EPAM
491
Evelyn Partners Asset Management
$46.7K
CMP
492
Coston McIsaac & Partners
Maine
$46K
CIBC Private Wealth Group
493
CIBC Private Wealth Group
Georgia
$44.2K
RFP
494
Root Financial Partners
California
$41.8K
AIA
495
Armor Investment Advisors
North Carolina
$36K
IF
496
Integrity Financial
Wyoming
$35.5K
WTA
497
Washington Trust Advisors
Massachusetts
$34.8K
CI
498
CX Institutional
Indiana
$32K
FWP
499
FAS Wealth Partners
Kansas
$30.5K
CF
500
Collier Financial
Colorado
$27.4K