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iShares ESG Optimized MSCI USA ETF

531 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 60 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:

3.76% more ownership

Funds ownership: 59.96%63.71% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

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