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iShares ESG Optimized MSCI USA ETF

470 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$629K +$2.07K +18 +0.3%
Comerica Bank
227
Comerica Bank
Texas
$626K -$17.7K -154 -3%
GWM
228
Geneos Wealth Management
Colorado
$626K +$437K +3,802 +231%
LI
229
LRI Investments
Florida
$624K +$624K +5,430 New
WWM
230
WJ Wealth Management
Arizona
$620K
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$614K
SCM
232
SCS Capital Management
Massachusetts
$607K +$607K +5,283 New
WFA
233
West Financial Advisors
Iowa
$599K -$8.04K -70 -1%
PA
234
Pinnacle Associates
New York
$597K +$135K +1,178 +29%
TWM
235
TriaGen Wealth Management
California
$596K +$1.49K +13 +0.3%
KDA
236
Kraft Davis & Associates
Missouri
$594K
BCI
237
Brinker Capital Investments
Pennsylvania
$591K +$150K +1,305 +34%
OPS
238
Orion Portfolio Solutions
Nebraska
$591K +$150K +1,305 +34%
FCAS
239
First Command Advisory Services
Texas
$586K -$9.42K -82 -2%
SPC
240
Sigma Planning Corp
Michigan
$583K -$2.3K -20 -0.4%
ML
241
McAdam LLC
Pennsylvania
$581K +$52K +453 +10%
BJL
242
Brighton Jones LLC
Washington
$581K -$59.6K -519 -9%
MFG
243
Merit Financial Group
Georgia
$581K
SWM
244
Silverlake Wealth Management
Vermont
$581K -$73.8K -642 -11%
PMG
245
ProVise Management Group
Florida
$577K -$19.2K -167 -3%
GL
246
Graypoint LLC
New York
$576K
RWM
247
Riverbend Wealth Management
South Carolina
$574K
Brown Advisory
248
Brown Advisory
Maryland
$574K
TCM
249
TruNorth Capital Management
Michigan
$567K
MF
250
Meridian Financial
Massachusetts
$565K -$11.5K -100 -2%