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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 %
US Bancorp
26
US Bancorp
Minnesota
$15.7M -$3.13M -27,276 -17%
MD
27
Money Design
Japan
$15.3M +$6.43M +56,010 +73%
FEG
28
Fund Evaluation Group
Ohio
$14.8M -$1.61M -13,999 -10%
WIA
29
World Investment Advisors
California
$12.1M -$9.33M -81,200 -44%
QC
30
Quent Capital
New York
$11.2M +$472K +4,106 +4%
FF
31
Farrow Financial
Vermont
$11.1M -$128K -1,117 -1%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$11M -$634K -5,520 -5%
SA
33
Stewardship Advisors
Pennsylvania
$10.9M -$1.04M -9,070 -9%
HPC
34
HM Payson & Co
Maine
$10.3M +$136K +1,182 +1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.51M +$63.8K +555 +0.7%
HighTower Advisors
36
HighTower Advisors
Illinois
$9.02M -$924K -8,041 -9%
COCM
37
Charter Oak Capital Management
New Hampshire
$8.77M +$107K +928 +1%
ASN
38
Advisory Services Network
Georgia
$8.71M +$1.02M +8,864 +13%
CG
39
Corundum Group
Colorado
$7.61M +$1.61K +14 +0%
Northern Trust
40
Northern Trust
Illinois
$7.39M -$1.49K -13 -0%
RFC
41
Regions Financial Corp
Alabama
$6.93M -$215K -1,869 -3%
AI
42
Accredited Investors
Minnesota
$6.86M -$27K -235 -0.4%
KeyBank National Association
43
KeyBank National Association
Ohio
$6.46M -$452K -3,936 -7%
NA
44
NewEdge Advisors
Louisiana
$6.28M +$380K +3,306 +6%
Osaic Holdings
45
Osaic Holdings
Arizona
$6.04M -$7.65M -66,539 -56%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.01M +$37.3K +325 +0.6%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$5.96M -$224K -1,952 -4%
DADC
48
D.A. Davidson & Co
Montana
$5.9M -$308K -2,681 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$5.79M +$3.03M +26,350 +109%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$5.73M -$599K -5,213 -9%