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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
CA
426
CoreCap Advisors
Michigan
$54.9K
DJSG
427
D.J. St. Germain
Massachusetts
$49.5K
FRA
428
Front Row Advisors
California
$48.6K
NS
429
NBC Securities
Alabama
$47K
DFA
430
DHJJ Financial Advisors
Illinois
$44.8K
AWM
431
AE Wealth Management
Kansas
$40.3K
VWM
432
Valley Wealth Managers
New Jersey
$40.2K
LFG
433
Larson Financial Group
Missouri
$39.6K
CMP
434
Coston McIsaac & Partners
Maine
$38K
WWM
435
Wolff Wiese Magana
California
$37.9K
CCM
436
Chilton Capital Management
Texas
$34.5K
CIBC Private Wealth Group
437
CIBC Private Wealth Group
Georgia
$32.3K
T
438
Transce3nd
Texas
$30K
IF
439
Integrity Financial
Wyoming
$27.4K
CI
440
CX Institutional
Indiana
$27K
WPA
441
Wealth Preservation Advisors
Tennessee
$23.9K
TSMHT
442
Thurston Springer Miller Herd & Titak
Indiana
$23.8K
PAIM
443
Punch & Associates Investment Management
Minnesota
$21.8K
HWA
444
Heritage Wealth Advisors
Virginia
$19K
AF
445
Advisornet Financial
Minnesota
$18.8K
SC
446
SouthState Corp
Florida
$18.6K
GSWM
447
Golden State Wealth Management
California
$17.7K
EWP
448
Elevation Wealth Partners
California
$17.2K
FP
449
Financial Perspectives
Minnesota
$16.5K
HFS
450
Hughes Financial Services
Virginia
$14.9K