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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 %
CIAS
401
Capital Investment Advisory Services
North Carolina
$138K +$345 +3 +0.3%
FWA
402
Flagship Wealth Advisors
Massachusetts
$137K -$62.8K -547 -31%
GEA
403
Glen Eagle Advisors
New Jersey
$134K +$2.18K +19 +2%
FDCP
404
Foster Dykema Cabot & Partners
Massachusetts
$130K
AIA
405
Arcadia Investment Advisors
Idaho
$111K -$9.31K -81 -8%
BIA
406
Bell Investment Advisors
California
$105K -$1.72K -15 -2%
OWA
407
Opal Wealth Advisors
New York
$104K -$180K -1,566 -63%
CWM
408
Cranbrook Wealth Management
Michigan
$103K
HR
409
Howe & Rusling
New York
$97.6K
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$90.5K +$14.1K +123 +18%
CA
411
Crewe Advisors
Utah
$85.5K
MEG
412
Millstone Evans Group
Colorado
$84K -$16.7K -145 -17%
PA
413
Parallel Advisors
California
$79.7K
PWMG
414
Prestige Wealth Management Group
New Jersey
$78.8K -$19.3K -168 -20%
CTA
415
Colonial Trust Advisors
South Carolina
$74.7K
FWP
416
FAS Wealth Partners
Kansas
$70.7K -$22.7K -198 -24%
IRC
417
Investors Research Corp
Georgia
$68.1K
VNA
418
Valley National Advisers
Pennsylvania
$64K
GWANC
419
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.4K
PTC
420
Private Trust Company
Ohio
$60.1K
AssetMark Inc
421
AssetMark Inc
California
$59.4K +$59.4K +517 New
SAM
422
Smartleaf Asset Management
Massachusetts
$58.7K +$58.7K +514 New
WCM
423
Westend Capital Management
California
$57.8K
RPCA
424
Running Point Capital Advisors
California
$56.9K
CA
425
CoreCap Advisors
Michigan
$54.9K