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iShares ESG Optimized MSCI USA ETF

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
119
Reduced
194
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
226
SCS Capital Management
Massachusetts
$644K -$25.7K -203 -4%
BJL
227
Brighton Jones LLC
Washington
$643K +$2.03K +16 +0.3%
SPC
228
Sigma Planning Corp
Michigan
$643K -$634 -5 -0.1%
MFG
229
Merit Financial Group
Georgia
$641K
BCI
230
Brinker Capital Investments
Pennsylvania
$639K -$13.6K -107 -2%
EWA
231
EP Wealth Advisors
California
$638K +$37.3K +294 +6%
GL
232
Graypoint LLC
New York
$635K +$127 +1 +0%
MG
233
Mather Group
Illinois
$635K -$101K -798 -14%
RWM
234
Riverbend Wealth Management
South Carolina
$634K
Brown Advisory
235
Brown Advisory
Maryland
$633K
TCM
236
TruNorth Capital Management
Michigan
$625K
AM
237
AGF Management
Ontario, Canada
$621K +$76.1K +600 +14%
PMG
238
ProVise Management Group
Florida
$621K -$15.5K -122 -2%
SWM
239
Silverlake Wealth Management
Vermont
$620K -$20.3K -160 -3%
MGWM
240
Marks Group Wealth Management
Minnesota
$618K
Vontobel Holding
241
Vontobel Holding
Switzerland
$617K
BC
242
Brio Consultants
California
$613K +$122K +961 +25%
MCM
243
MAI Capital Management
Ohio
$607K -$7.73K -61 -1%
MF
244
Meridian Financial
Massachusetts
$598K -$25.4K -200 -4%
WCM
245
WealthBridge Capital Management
Ohio
$598K +$19K +150 +3%
MBTD
246
Mechanics Bank - Trust Department
California
$598K +$142K +1,117 +31%
BB
247
Bell Bank
North Dakota
$598K -$17.6K -139 -3%
RIS
248
Richmond Investment Services
Wisconsin
$591K +$296K +2,333 +100%
KNW
249
Kesler Norman & Wride
Utah
$591K
GRP
250
Global Retirement Partners
California
$588K +$588K +4,635 New