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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
S
351
SignatureFD
Georgia
$262K
AO
352
Advisor OS
Illinois
$260K
CIA
353
Concurrent Investment Advisors
Florida
$257K
First Manhattan
354
First Manhattan
New York
$257K
MA
355
MJP Associates
Connecticut
$257K
CAWM
356
Capital Advisors Wealth Management
Washington
$256K
AWM
357
AllSquare Wealth Management
New York
$254K
WFS
358
WealthGarden F.S.
California
$251K
AWP
359
Axis Wealth Partners
Rhode Island
$247K
LIM
360
Leavell Investment Management
Alabama
$247K
KSB
361
Kennebec Savings Bank
Maine
$247K
UCFA
362
United Capital Financial Advisors
Texas
$246K
PWMG
363
Private Wealth Management Group
New Jersey
$240K
CCFM
364
Clear Creek Financial Management
Washington
$240K
FFC
365
Frederick Financial Consultants
Maryland
$238K
MFG
366
Magnus Financial Group
New York
$238K
PIM
367
Penobscot Investment Management
Massachusetts
$236K
DAS
368
Dynamic Advisor Solutions
Arizona
$235K
CA
369
Cornerstone Advisory
Maryland
$235K
ATPW
370
Ashton Thomas Private Wealth
Arizona
$234K
Neuberger Berman Group
371
Neuberger Berman Group
New York
$233K
MAC
372
Mason & Associates (California)
California
$232K
SG
373
Stanich Group
New York
$230K
TW
374
Traveka Wealth
California
$230K
WTFG
375
Wood Tarver Financial Group
Idaho
$229K