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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
AIC
301
Allodium Investment Consultants
Minnesota
$378K
HIA
302
Harbor Investment Advisory
Maryland
$377K
PHIC
303
Pine Haven Investment Counsel
Massachusetts
$377K
WA
304
Wealth Alliance
New York
$375K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$374K
TWM
306
Tradition Wealth Management
Minnesota
$366K
GVCM
307
Global View Capital Management
Wisconsin
$364K
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$361K
WA
309
Wealth Architects
California
$359K
FWCM
310
Ferguson Wellman Capital Management
Oregon
$353K
SHGA
311
Sand Hill Global Advisors
California
$349K
WLIM
312
White Lighthouse Investment Management
Massachusetts
$346K
SDJVC
313
St. Denis J. Villere & Co
Louisiana
$345K
OFG
314
Oxford Financial Group
Indiana
$344K
LI
315
LVZ Inc
Michigan
$341K
BFS
316
BridgePort Financial Solutions
Iowa
$338K
Empower Advisory Group
317
Empower Advisory Group
Colorado
$337K
MFS
318
McNamara Financial Services
Massachusetts
$334K
FFW
319
Fusion Family Wealth
New York
$331K
TW
320
Transform Wealth
Colorado
$331K
FCIM
321
Fairview Capital Investment Management
California
$330K
CWM
322
Connecticut Wealth Management
Connecticut
$328K
BCWM
323
Bartlett & Co Wealth Management
Ohio
$317K
SF
324
SWP Financial
California
$315K
KLI
325
Kelman-Lazarov Inc
Tennessee
$313K