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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
AWM
526
Angeles Wealth Management
California
$5.57K
CAM
527
Clarity Asset Management
Iowa
$5.33K
Russell Investments Group
528
Russell Investments Group
United Kingdom
$4.74K
LWM
529
Lodestone Wealth Management
Washington
$4.57K
PS
530
PayPay Securities
Japan
$3.9K
MFT
531
Moisand Fitzgerald Tamayo
Florida
$3.48K
CSC
532
Caldwell Sutter Capital
California
$2.09K
AWM
533
Abound Wealth Management
Tennessee
$1.81K
BFO
534
Biltmore Family Office
North Carolina
$1.39K
PWAM
535
Private Wealth Asset Management
Iowa
$279
SWP
536
Strategic Wealth Partners
Ohio
$128
Allspring Global Investments
537
Allspring Global Investments
North Carolina
$45
Goldman Sachs
538
Goldman Sachs
New York
HFA
539
Hershey Financial Advisers
Pennsylvania
FA
540
Fountainhead AM
New Jersey
HF
541
HRT Financial
New York
CWA
542
Crux Wealth Advisors
California
OCM
543
One Capital Management
California
BJL
544
Brighton Jones LLC
Washington
WF
545
WoodTrust Financial
Wisconsin
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
MFS
547
McNamara Financial Services
Massachusetts
DAS
548
Diversify Advisory Services
Utah
AQR Capital Management
549
AQR Capital Management
Connecticut
CIM
550
Cambria Investment Management
California