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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
WCM
476
Westend Capital Management
California
$70.1K
WETS
477
Wealth Enhancement Trust Services
South Dakota
$69.7K
CA
478
CoreCap Advisors
Michigan
$66.6K
PTC
479
Private Trust Company
Ohio
$63.7K
DJSG
480
D.J. St. Germain
Massachusetts
$60.1K
NS
481
NBC Securities
Alabama
$59.9K
RPCA
482
Running Point Capital Advisors
California
$59.4K
PA
483
Parallel Advisors
California
$59.1K
FRA
484
Front Row Advisors
California
$58.9K
DFA
485
DHJJ Financial Advisors
Illinois
$54.3K
BTI
486
Blue Trust Inc
Georgia
$53.8K
BW
487
Basepoint Wealth
Iowa
$52.6K
VWM
488
Valley Wealth Managers
New Jersey
$48.8K
HFS
489
Hantz Financial Services
Michigan
$48K
EPAM
490
Evelyn Partners Asset Management
$46.7K
CMP
491
Coston McIsaac & Partners
Maine
$46K
CIBC Private Wealth Group
492
CIBC Private Wealth Group
Georgia
$44.2K
RFP
493
Root Financial Partners
California
$41.8K
AIA
494
Armor Investment Advisors
North Carolina
$36K
IF
495
Integrity Financial
Wyoming
$35.5K
WTA
496
Washington Trust Advisors
Massachusetts
$34.8K
CI
497
CX Institutional
Indiana
$32K
FWP
498
FAS Wealth Partners
Kansas
$30.5K
CF
499
Collier Financial
Colorado
$27.4K
PAIM
500
Punch & Associates Investment Management
Minnesota
$26.5K