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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
CCM
501
Chilton Capital Management
Texas
$20.2K
FP
502
Financial Perspectives
Minnesota
$20.1K
GAFA
503
Garton & Associates Financial Advisors
Kentucky
$18.5K
HFS
504
Hughes Financial Services
Virginia
$18K
ACA
505
American Capital Advisory
Idaho
$17K
FFA
506
Founders Financial Alliance
North Carolina
$16.7K
KFG
507
Kingdom Financial Group
Arizona
$15.9K
WPA
508
Wealth Preservation Advisors
Tennessee
$15.9K
IAIM
509
International Assets Investment Management
Florida
$14.9K
TLA
510
Tanglewood Legacy Advisors
Texas
$14.5K
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$13.9K
RF
512
Rossby Financial
Florida
$11.7K
SS
513
Sunbelt Securities
Texas
$10.7K
GWM
514
Grand Wealth Management
Michigan
$10.3K
FNWA
515
Financial Network Wealth Advisors
Utah
$8.92K
EPIME
516
Evelyn Partners Investment Management (Europe)
$8.36K
RLIM
517
Red Lighthouse Investment Management
New York
$7.29K
AWM
518
Angeles Wealth Management
California
$5.57K
CAM
519
Clarity Asset Management
Iowa
$5.33K
Russell Investments Group
520
Russell Investments Group
United Kingdom
$4.74K
LWM
521
Lodestone Wealth Management
Washington
$4.57K
PS
522
PayPay Securities
Japan
$3.9K
MFT
523
Moisand Fitzgerald Tamayo
Florida
$3.48K
CSC
524
Caldwell Sutter Capital
California
$2.09K
AWM
525
Abound Wealth Management
Tennessee
$1.81K