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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
PAIM
501
Punch & Associates Investment Management
Minnesota
$26.5K
LFG
502
Larson Financial Group
Missouri
$25.4K
TCM
503
Triumph Capital Management
Colorado
$23.1K
HWA
504
Heritage Wealth Advisors
Virginia
$23K
AF
505
Advisornet Financial
Minnesota
$23K
EWP
506
Elevation Wealth Partners
California
$20.9K
CCM
507
Chilton Capital Management
Texas
$20.2K
FP
508
Financial Perspectives
Minnesota
$20.1K
GAFA
509
Garton & Associates Financial Advisors
Kentucky
$18.5K
HFS
510
Hughes Financial Services
Virginia
$18K
ACA
511
American Capital Advisory
Idaho
$17K
FFA
512
Founders Financial Alliance
North Carolina
$16.7K
KFG
513
Kingdom Financial Group
Arizona
$15.9K
WPA
514
Wealth Preservation Advisors
Tennessee
$15.9K
IAIM
515
International Assets Investment Management
Florida
$14.9K
TLA
516
Tanglewood Legacy Advisors
Texas
$14.5K
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$13.9K
RF
518
Rossby Financial
Florida
$11.7K
SS
519
Sunbelt Securities
Texas
$10.7K
SWM
520
SHP Wealth Management
Massachusetts
$10.4K
GWM
521
Grand Wealth Management
Michigan
$10.3K
FNWA
522
Financial Network Wealth Advisors
Utah
$8.92K
EPIME
523
Evelyn Partners Investment Management (Europe)
$8.36K
RLIM
524
Red Lighthouse Investment Management
New York
$7.29K
AWM
525
Angeles Wealth Management
California
$5.57K