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iShares ESG Optimized MSCI USA ETF

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
119
Reduced
194
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
426
Adirondack Trust Company
New York
$92.4K -$206K -1,625 -69%
PWMG
427
Prestige Wealth Management Group
New Jersey
$87K
AWM
428
AE Wealth Management
Kansas
$84.3K +$39.8K +314 +89%
CTA
429
Colonial Trust Advisors
South Carolina
$82.4K
IRC
430
Investors Research Corp
Georgia
$81.8K +$6.59K +52 +9%
FWP
431
FAS Wealth Partners
Kansas
$78.2K +$127 +1 +0.2%
VNA
432
Valley National Advisers
Pennsylvania
$71K
AssetMark Inc
433
AssetMark Inc
California
$69K +$3.42K +27 +5%
CWP
434
Concord Wealth Partners
Virginia
$68.4K +$68.4K +540 New
GWANC
435
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.7K
WCM
436
Westend Capital Management
California
$63.8K
RPCA
437
Running Point Capital Advisors
California
$62.7K
PA
438
Parallel Advisors
California
$62.6K -$25.4K -200 -29%
CA
439
CoreCap Advisors
Michigan
$60.6K
SAM
440
Smartleaf Asset Management
Massachusetts
$58.7K -$6.05K -48 -9%
PTC
441
Private Trust Company
Ohio
$57.9K -$8.37K -66 -13%
DJSG
442
D.J. St. Germain
Massachusetts
$54.6K
FRA
443
Front Row Advisors
California
$53.6K
NS
444
NBC Securities
Alabama
$51K
DFA
445
DHJJ Financial Advisors
Illinois
$49.4K
HFS
446
Hantz Financial Services
Michigan
$49K +$49K +386 New
VWM
447
Valley Wealth Managers
New Jersey
$44.4K
LFG
448
Larson Financial Group
Missouri
$43.8K
Qube Research & Technologies (QRT)
449
Qube Research & Technologies (QRT)
United Kingdom
$43.6K -$56.3K -444 -56%
CMP
450
Coston McIsaac & Partners
Maine
$42K