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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
CF
501
Collier Financial
Colorado
$27.4K
PAIM
502
Punch & Associates Investment Management
Minnesota
$26.5K
LFG
503
Larson Financial Group
Missouri
$25.4K
TCM
504
Triumph Capital Management
Colorado
$23.1K
HWA
505
Heritage Wealth Advisors
Virginia
$23K
AF
506
Advisornet Financial
Minnesota
$23K
EWP
507
Elevation Wealth Partners
California
$20.9K
CCM
508
Chilton Capital Management
Texas
$20.2K
FP
509
Financial Perspectives
Minnesota
$20.1K
GAFA
510
Garton & Associates Financial Advisors
Kentucky
$18.5K
HFS
511
Hughes Financial Services
Virginia
$18K
ACA
512
American Capital Advisory
Idaho
$17K
FFA
513
Founders Financial Alliance
North Carolina
$16.7K
KFG
514
Kingdom Financial Group
Arizona
$15.9K
WPA
515
Wealth Preservation Advisors
Tennessee
$15.9K
IAIM
516
International Assets Investment Management
Florida
$14.9K
TLA
517
Tanglewood Legacy Advisors
Texas
$14.5K
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$13.9K
RF
519
Rossby Financial
Florida
$11.7K
SS
520
Sunbelt Securities
Texas
$10.7K
SWM
521
SHP Wealth Management
Massachusetts
$10.4K
GWM
522
Grand Wealth Management
Michigan
$10.3K
FNWA
523
Financial Network Wealth Advisors
Utah
$8.92K
EPIME
524
Evelyn Partners Investment Management (Europe)
$8.36K
RLIM
525
Red Lighthouse Investment Management
New York
$7.29K