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iShares ESG Optimized MSCI USA ETF

470 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, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SignatureFD
Georgia
$262K
AO
352
Advisor OS
Illinois
$260K -$60.1K -523 -19%
CIA
353
Concurrent Investment Advisors
Florida
$257K -$345 -3 -0.1%
First Manhattan
354
First Manhattan
New York
$257K +$257K +2,238 New
MA
355
MJP Associates
Connecticut
$257K -$60.1K -523 -19%
CAWM
356
Capital Advisors Wealth Management
Washington
$256K -$804 -7 -0.3%
AWM
357
AllSquare Wealth Management
New York
$254K
WFS
358
WealthGarden F.S.
California
$251K +$40.1K +349 +19%
AWP
359
Axis Wealth Partners
Rhode Island
$247K +$230 +2 +0.1%
LIM
360
Leavell Investment Management
Alabama
$247K
KSB
361
Kennebec Savings Bank
Maine
$247K -$5.74K -50 -2%
UCFA
362
United Capital Financial Advisors
Texas
$246K -$163K -1,423 -40%
PWMG
363
Private Wealth Management Group
New Jersey
$240K -$4.02K -35 -2%
CCFM
364
Clear Creek Financial Management
Washington
$240K
FFC
365
Frederick Financial Consultants
Maryland
$238K
MFG
366
Magnus Financial Group
New York
$238K +$7.7K +67 +3%
PIM
367
Penobscot Investment Management
Massachusetts
$236K
DAS
368
Dynamic Advisor Solutions
Arizona
$235K +$10.2K +89 +5%
CA
369
Cornerstone Advisory
Maryland
$235K +$578 +5 +0.2%
ATPW
370
Ashton Thomas Private Wealth
Arizona
$234K
Neuberger Berman Group
371
Neuberger Berman Group
New York
$233K -$22.4K -195 -9%
MAC
372
Mason & Associates (California)
California
$232K
SG
373
Stanich Group
New York
$230K -$104K -902 -31%
TW
374
Traveka Wealth
California
$230K
WTFG
375
Wood Tarver Financial Group
Idaho
$229K +$345 +3 +0.2%