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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
RLIM
451
Red Lighthouse Investment Management
New York
$14.1K
FFA
452
Founders Financial Alliance
North Carolina
$13.8K
ACA
453
American Capital Advisory
Idaho
$13.3K
TLA
454
Tanglewood Legacy Advisors
Texas
$11.9K
LC
455
Lindbrook Capital
California
$11.5K
RF
456
Rossby Financial
Florida
$9.54K
GWM
457
Grand Wealth Management
Michigan
$8.5K
SMA
458
Sage Mountain Advisors
Georgia
$8.16K
SS
459
Sunbelt Securities
Texas
$7.47K
FNWA
460
Financial Network Wealth Advisors
Utah
$5.74K
Russell Investments Group
461
Russell Investments Group
United Kingdom
$5.17K
PS
462
PayPay Securities
Japan
$4.41K
CAM
463
Clarity Asset Management
Iowa
$4.36K
HCP
464
Hexagon Capital Partners
Arkansas
$4.13K
MFT
465
Moisand Fitzgerald Tamayo
Florida
$2.87K
CSC
466
Caldwell Sutter Capital
California
$2.53K
CA
467
Continuum Advisory
Idaho
$2.47K
EWM
468
Evermay Wealth Management
Virginia
$1.61K
AWM
469
Abound Wealth Management
Tennessee
$1.49K
AA
470
Ancora Advisors
Ohio
$1.03K
BCMLT
471
Beacon Capital Management LLC (Tennessee)
Tennessee
$577
IA
472
IFP Advisors
Florida
$459
KGP
473
Keystone Global Partners
Colorado
$114
Deutsche Bank
474
Deutsche Bank
Germany
BHB
475
Bank Hapoalim BM
Israel