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iShares ESG Optimized MSCI USA ETF

524 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 57 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:

3.55% more ownership

Funds ownership: 59.95%63.5% (+3.6%)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
FP
501
Financial Perspectives
Minnesota
$20.1K
GAFA
502
Garton & Associates Financial Advisors
Kentucky
$18.5K
HFS
503
Hughes Financial Services
Virginia
$18K
ACA
504
American Capital Advisory
Idaho
$17K
FFA
505
Founders Financial Alliance
North Carolina
$16.7K
KFG
506
Kingdom Financial Group
Arizona
$15.9K
WPA
507
Wealth Preservation Advisors
Tennessee
$15.9K
IAIM
508
International Assets Investment Management
Florida
$14.9K
TLA
509
Tanglewood Legacy Advisors
Texas
$14.5K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$13.9K
RF
511
Rossby Financial
Florida
$11.7K
SS
512
Sunbelt Securities
Texas
$10.7K
GWM
513
Grand Wealth Management
Michigan
$10.3K
FNWA
514
Financial Network Wealth Advisors
Utah
$8.92K
EPIME
515
Evelyn Partners Investment Management (Europe)
$8.36K
RLIM
516
Red Lighthouse Investment Management
New York
$7.29K
AWM
517
Angeles Wealth Management
California
$5.57K
CAM
518
Clarity Asset Management
Iowa
$5.33K
Russell Investments Group
519
Russell Investments Group
United Kingdom
$4.74K
LWM
520
Lodestone Wealth Management
Washington
$4.57K
PS
521
PayPay Securities
Japan
$3.9K
MFT
522
Moisand Fitzgerald Tamayo
Florida
$3.48K
CSC
523
Caldwell Sutter Capital
California
$2.09K
AWM
524
Abound Wealth Management
Tennessee
$1.81K
BFO
525
Biltmore Family Office
North Carolina
$1.39K