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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
BHWM
326
Bar Harbor Wealth Management
New Hampshire
$310K
KA
327
Klingman & Associates
New York
$309K
BRIA
328
Balanced Rock Investment Advisors
Massachusetts
$309K
AA
329
Aufman Associates
Pennsylvania
$300K
Goldman Sachs
330
Goldman Sachs
New York
$298K
HWA
331
HCR Wealth Advisors
California
$296K
TRCT
332
Tower Research Capital (TRC)
New York
$295K
AIM
333
Acropolis Investment Management
Missouri
$292K
GPA
334
Guerra Pan Advisors
New Jersey
$290K
CPA
335
Capital Performance Advisors
California
$290K
CP
336
Creekside Partners
California
$288K
DWM
337
Dakota Wealth Management
Florida
$287K
LP
338
LGL Partners
Pennsylvania
$286K
FA
339
Flagstar Advisors
New York
$285K
AWA
340
Arkadios Wealth Advisors
Georgia
$284K
HPA
341
High Probability Advisors
New York
$283K
DWT
342
Dorsey & Whitney Trust
South Dakota
$282K
AWS
343
Atria Wealth Solutions
New York
$276K
FFN
344
Focus Financial Network
Minnesota
$274K
FPW
345
Flagship Private Wealth
Massachusetts
$272K
ATC
346
Adirondack Trust Company
New York
$270K
PIA
347
Panoramic Investment Advisors
Colorado
$268K
RIS
348
Richmond Investment Services
Wisconsin
$268K
GBT
349
Grove Bank & Trust
Florida
$267K
DT
350
Diversified Trust
Tennessee
$267K