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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
HTC
176
Haverford Trust Company
Pennsylvania
$1.17M
DC
177
Destiny Capital
Colorado
$1.16M
MA
178
Mutual Advisors
Nebraska
$1.15M
RP
179
Riverbridge Partners
Minnesota
$1.15M
APG
180
Abacus Planning Group
South Carolina
$1.15M
CT
181
Coastline Trust
Rhode Island
$1.1M
MCCA
182
Mill Creek Capital Advisors
Pennsylvania
$1.09M
MP
183
Moment Partners
California
$1.09M
MT
184
Midwest Trust
Kansas
$1.08M
FPFC
185
Financial Planning Fort Collins
Colorado
$1.08M
NL
186
NEPC LLC
Massachusetts
$1.07M
FF
187
Finley Financial
Nevada
$1.06M
TIA
188
Traphagen Investment Advisors
New Jersey
$1.05M
FCH
189
Freestone Capital Holdings
Washington
$1.04M
HNB
190
Huntington National Bank
Ohio
$1.02M
MGIA
191
Moneta Group Investment Advisors
Missouri
$1.01M
CC
192
Citrine Capital
California
$1.01M
SPL
193
Smart Portfolios LLC
Washington
$1.01M
WANY
194
Wealthspire Advisors (New York)
New York
$1,000K
AIP
195
Ameritas Investment Partners
Nebraska
$999K
LEA
196
Legacy Edge Advisors
New York
$997K
CFMC
197
Curbstone Financial Management Corp
New Hampshire
$996K
FLPIM
198
F.L. Putnam Investment Management
Massachusetts
$994K
CAM
199
Carret Asset Management
New York
$983K
MFA
200
McClarren Financial Advisors
Pennsylvania
$964K