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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
SC
376
Savant Capital
Illinois
$223K
PAI
377
Pittenger & Anderson Inc
Nebraska
$223K
ES
378
Eagle Strategies
New York
$221K
JWA
379
JFS Wealth Advisors
Pennsylvania
$220K
PFP
380
Pinnacle Financial Partners
Tennessee
$218K
MCM
381
Mill Capital Management
North Carolina
$218K
HA
382
Harfst & Associates
Wyoming
$217K
SWM
383
SigFig Wealth Management
California
$215K
IWP
384
IAG Wealth Partners
Wisconsin
$213K
FCG
385
Fielder Capital Group
Tennessee
$212K
HI
386
Harbour Investments
Wisconsin
$212K
SWM
387
Spire Wealth Management
Virginia
$212K
FI
388
Financial Insights
Washington
$211K
RWM
389
Refined Wealth Management
Utah
$211K
OC
390
Oppenheimer & Co
New York
$209K
LA
391
LexAurum Advisors
Kansas
$209K
BSSFA
392
Baron Silver Stevens Financial Advisors
Florida
$204K
MCC
393
Money Concepts Capital
Florida
$202K
PCM
394
Pointe Capital Management
Michigan
$201K
FM
395
Family Management
New York
$194K
SSB
396
Sandy Spring Bank
Maryland
$180K
LAMC
397
Longview Asset Management (California)
California
$159K
FCG
398
Financial Connections Group
California
$155K
GWSG
399
GPS Wealth Strategies Group
Colorado
$154K
SS
400
SBI Securities
Japan
$146K