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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
6.47%
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 %
US Bancorp
26
US Bancorp
Minnesota
$15.9M -$1.38M -10,927 -8%
FEG
27
Fund Evaluation Group
Ohio
$15.7M -$577K -4,559 -4%
WIA
28
World Investment Advisors
California
$13.5M +$165K +1,299 +1%
FF
29
Farrow Financial
Vermont
$12.4M +$160K +1,260 +1%
QC
30
Quent Capital
New York
$12.1M -$259K -2,044 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.1M -$170K -1,328 -1%
SA
32
Stewardship Advisors
Pennsylvania
$11.8M -$232K -1,831 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$11.4M +$1.47M +11,583 +15%
COCM
34
Charter Oak Capital Management
New Hampshire
$9.6M -$86.7K -684 -0.9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.65M -$1.84M -14,504 -18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$8.25M +$1.68M +13,221 +25%
Northern Trust
37
Northern Trust
Illinois
$8.15M -$6.21K -49 -0.1%
CG
38
Corundum Group
Colorado
$8.12M -$278K -2,193 -3%
RFC
39
Regions Financial Corp
Alabama
$7.56M -$89.7K -708 -1%
EI
40
eCIO Inc
Wisconsin
$7.37M +$3.61M +28,442 +96%
AI
41
Accredited Investors
Minnesota
$7.05M -$526K -4,149 -7%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$7M +$606K +4,778 +9%
KeyBank National Association
43
KeyBank National Association
Ohio
$6.88M -$249K -1,963 -3%
NA
44
NewEdge Advisors
Louisiana
$6.73M -$199K -1,572 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$6.71M +$533K +4,205 +9%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.66M +$23.2K +183 +0.3%
Osaic Holdings
47
Osaic Holdings
Arizona
$6.29M -$162K -1,321 -3%
Creative Planning
48
Creative Planning
Kansas
$6.11M -$104K -820 -2%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$6.09M -$228K -1,799 -4%
ASN
50
Advisory Services Network
Georgia
$6.09M -$3.66M -28,486 -38%