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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
MFC
251
Morris Financial Concepts
South Carolina
$562K
MGWM
252
Marks Group Wealth Management
Minnesota
$560K
Vontobel Holding
253
Vontobel Holding
Switzerland
$559K
BB
254
Bell Bank
North Dakota
$558K
MCM
255
MAI Capital Management
Ohio
$557K
EWA
256
EP Wealth Advisors
California
$545K
DE
257
Diversified Enterprises
Delaware
$536K
KNW
258
Kesler Norman & Wride
Utah
$536K
WCM
259
WealthBridge Capital Management
Ohio
$525K
PFM
260
Peak Financial Management
Massachusetts
$515K
CFA
261
CWS Financial Advisors
Michigan
$506K
PI
262
PFG Investments
New York
$505K
SFG
263
Sage Financial Group
Pennsylvania
$502K
RCS
264
Retirement Capital Strategies
California
$500K
AM
265
AGF Management
Ontario, Canada
$494K
JIC
266
Johnson Investment Counsel
Ohio
$494K
PCFFS
267
Pacific Center for Financial Services
California
$488K
TCOV
268
Trust Company of Vermont
Vermont
$476K
NB
269
NBT Bank
New York
$475K
OFG
270
Opulen Financial Group
Virginia
$466K
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$461K
PIM
272
Progressive Investment Management
Oregon
$459K
BCPWM
273
Bradley & Co Private Wealth Management
Florida
$458K
SFG
274
SNS Financial Group
Minnesota
$456K
WF
275
Warner Financial
Maryland
$453K