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iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF

9 hedge funds and large institutions have $5.85M invested in iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
-1
Holders Change %
-10%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
3
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$3.15M
TRCT
2
Tower Research Capital (TRC)
New York
$1.28M +$842K +29,390 +191%
FA
3
Financial Advisors
Massachusetts
$738K
PWM
4
Perigon Wealth Management
California
$562K -$842K -29,418 -60%
RPA
5
Redwood Park Advisors
California
$98.9K +$69.4K +2,423 +235%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$11K -$5.4K -182 -33%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$5.44K +$144 +5 +3%
UBS Group
8
UBS Group
Switzerland
$1.15K
Morgan Stanley
9
Morgan Stanley
New York
$29
OMC
10
Old Mission Capital
Illinois
-$434K -15,610 Closed