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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 %
SC
376
Savant Capital
Illinois
$223K
PAI
377
Pittenger & Anderson Inc
Nebraska
$223K
ES
378
Eagle Strategies
New York
$221K +$9.76K +85 +5%
JWA
379
JFS Wealth Advisors
Pennsylvania
$220K -$24.4K -212 -10%
PFP
380
Pinnacle Financial Partners
Tennessee
$218K -$37.9K -330 -15%
MCM
381
Mill Capital Management
North Carolina
$218K
HA
382
Harfst & Associates
Wyoming
$217K -$25.8K -225 -11%
SWM
383
SigFig Wealth Management
California
$215K +$215K +1,886 New
IWP
384
IAG Wealth Partners
Wisconsin
$213K
FCG
385
Fielder Capital Group
Tennessee
$212K
HI
386
Harbour Investments
Wisconsin
$212K +$29.9K +260 +16%
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 +$1.72K +15 +0.8%
LA
391
LexAurum Advisors
Kansas
$209K +$115 +1 +0.1%
BSSFA
392
Baron Silver Stevens Financial Advisors
Florida
$204K -$4.83K -42 -2%
MCC
393
Money Concepts Capital
Florida
$202K -$12.2K -106 -6%
PCM
394
Pointe Capital Management
Michigan
$201K
FM
395
Family Management
New York
$194K +$27.2K +237 +16%
SSB
396
Sandy Spring Bank
Maryland
$180K +$84.2K +733 +88%
LAMC
397
Longview Asset Management (California)
California
$159K
FCG
398
Financial Connections Group
California
$155K -$89.9K -783 -37%
GWSG
399
GPS Wealth Strategies Group
Colorado
$154K -$2.64K -23 -2%
SS
400
SBI Securities
Japan
$146K -$459 -4 -0.3%