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iShares ESG Optimized MSCI USA ETF

525 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 58 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:

3.64% more ownership

Funds ownership: 59.95%63.59% (+3.6%)

7% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 166

Holders
525
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
LNWTC
76
Laird Norton Wetherby Trust Company
Washington
$4.25M
SAG
77
SageView Advisory Group
California
$4.17M
PFA
78
Pure Financial Advisors
California
$4.15M
RSWM
79
Robertson Stephens Wealth Management
California
$4.12M
Stifel Financial
80
Stifel Financial
Missouri
$4.06M
LRWA
81
Long Run Wealth Advisors
New York
$4.03M
NP
82
NorthRock Partners
Minnesota
$3.74M
CPC
83
Consolidated Planning Corp
Georgia
$3.49M
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$3.44M
KAS
85
Kestra Advisory Services
Texas
$3.43M
SB
86
Simmons Bank
Arkansas
$3.33M
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$3.32M
VWA
88
VERITY Wealth Advisors
United States
$3.28M
B
89
Bailard
California
$3.27M
OIA
90
OneDigital Investment Advisors
Kansas
$3.21M
FITL
91
Financially in Tune, LLC
Massachusetts
$3.21M
LNB
92
Ledyard National Bank
$3.15M
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$3.14M
SPIA
94
Steward Partners Investment Advisory
New York
$3.05M
SFP
95
Shepherd Financial Partners
Massachusetts
$2.99M
CA
96
CGN Advisors
Kansas
$2.95M
P
97
&Partners
Tennessee
$2.94M
HWM
98
HB Wealth Management
Georgia
$2.82M
SWA
99
Sax Wealth Advisors
New Jersey
$2.81M
WTC
100
WhitTier Trust Company
Nevada
$2.79M