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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
CIAS
401
Capital Investment Advisory Services
North Carolina
$138K
FWA
402
Flagship Wealth Advisors
Massachusetts
$137K
GEA
403
Glen Eagle Advisors
New Jersey
$134K
FDCP
404
Foster Dykema Cabot & Partners
Massachusetts
$130K
AIA
405
Arcadia Investment Advisors
Idaho
$111K
BIA
406
Bell Investment Advisors
California
$105K
OWA
407
Opal Wealth Advisors
New York
$104K
CWM
408
Cranbrook Wealth Management
Michigan
$103K
HR
409
Howe & Rusling
New York
$97.6K
CT
410
Caldwell Trust
Florida
$91.9K
Qube Research & Technologies (QRT)
411
Qube Research & Technologies (QRT)
United Kingdom
$90.5K
CA
412
Crewe Advisors
Utah
$85.5K
MEG
413
Millstone Evans Group
Colorado
$84K
PA
414
Parallel Advisors
California
$79.7K
PWMG
415
Prestige Wealth Management Group
New Jersey
$78.8K
CTA
416
Colonial Trust Advisors
South Carolina
$74.7K
FWP
417
FAS Wealth Partners
Kansas
$70.7K
IRC
418
Investors Research Corp
Georgia
$68.1K
VNA
419
Valley National Advisers
Pennsylvania
$64K
GWANC
420
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.4K
PTC
421
Private Trust Company
Ohio
$60.1K
AssetMark Inc
422
AssetMark Inc
California
$59.4K
SAM
423
Smartleaf Asset Management
Massachusetts
$58.7K
WCM
424
Westend Capital Management
California
$57.8K
RPCA
425
Running Point Capital Advisors
California
$56.9K