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iShares ESG Optimized MSCI USA ETF

471 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, 126 increasing their positions, 192 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

34% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 192

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$23K
Net Calls
Net Calls Change

Top Sellers

1 -$46.8M
2 -$19M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$629K
Comerica Bank
227
Comerica Bank
Texas
$626K
GWM
228
Geneos Wealth Management
Colorado
$626K
LI
229
LRI Investments
Florida
$624K
WWM
230
WJ Wealth Management
Arizona
$620K
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$614K
SCM
232
SCS Capital Management
Massachusetts
$607K
WFA
233
West Financial Advisors
Iowa
$599K
PA
234
Pinnacle Associates
New York
$597K
TWM
235
TriaGen Wealth Management
California
$596K
KDA
236
Kraft Davis & Associates
Missouri
$594K
OPS
237
Orion Portfolio Solutions
Nebraska
$591K
BCI
238
Brinker Capital Investments
Pennsylvania
$591K
FCAS
239
First Command Advisory Services
Texas
$586K
SPC
240
Sigma Planning Corp
Michigan
$583K
ML
241
McAdam LLC
Pennsylvania
$581K
BJL
242
Brighton Jones LLC
Washington
$581K
MFG
243
Merit Financial Group
Georgia
$581K
SWM
244
Silverlake Wealth Management
Vermont
$581K
PMG
245
ProVise Management Group
Florida
$577K
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