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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
Creative Planning
51
Creative Planning
Kansas
$5.63M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.62M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.6M
PC
54
Permanens Capital
New York
$5.59M
TF
55
Tompkins Financial
New York
$5.58M
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$5.5M
3AM
57
3EDGE Asset Management
Florida
$5.41M
HWA
58
Hilltop Wealth Advisors
North Carolina
$4.91M
GT
59
Glenview Trust
Kentucky
$4.88M
MML Investors Services
60
MML Investors Services
Massachusetts
$4.33M
GC
61
Garde Capital
Washington
$4.32M
PAG
62
Private Advisor Group
New Jersey
$4.17M
BMC
63
Bear Mountain Capital
Washington
$4.16M
RSWM
64
Robertson Stephens Wealth Management
California
$3.95M
BCM
65
Brookstone Capital Management
Illinois
$3.8M
CCA
66
Cobblestone Capital Advisors
New York
$3.8M
FNWM
67
Financial Network Wealth Management
Utah
$3.79M
LRWA
68
Long Run Wealth Advisors
New York
$3.69M
BWM
69
BigSur Wealth Management
Florida
$3.68M
OIA
70
OneDigital Investment Advisors
Kansas
$3.61M
Stifel Financial
71
Stifel Financial
Missouri
$3.55M
SAG
72
SageView Advisory Group
California
$3.54M
CWA
73
Crux Wealth Advisors
California
$3.52M
DWM
74
Destination Wealth Management
California
$3.49M
GC
75
Grimes & Company
Massachusetts
$3.46M