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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 %
Creative Planning
51
Creative Planning
Kansas
$5.63M -$310K -2,698 -5%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.62M -$195K -1,701 -3%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.6M -$94.2K -820 -2%
PC
54
Permanens Capital
New York
$5.59M +$376K +3,272 +7%
TF
55
Tompkins Financial
New York
$5.58M -$5.82M -50,625 -51%
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$5.5M
3AM
57
3EDGE Asset Management
Florida
$5.41M -$391K -3,401 -7%
HWA
58
Hilltop Wealth Advisors
North Carolina
$4.91M -$129K -1,125 -3%
GT
59
Glenview Trust
Kentucky
$4.88M +$862K +7,500 +21%
MML Investors Services
60
MML Investors Services
Massachusetts
$4.33M -$1.01M -8,827 -19%
GC
61
Garde Capital
Washington
$4.32M +$13.8K +120 +0.3%
PAG
62
Private Advisor Group
New Jersey
$4.17M -$56.6K -493 -1%
BMC
63
Bear Mountain Capital
Washington
$4.16M +$81.7K +714 +2%
RSWM
64
Robertson Stephens Wealth Management
California
$3.95M -$1.42M -12,360 -26%
BCM
65
Brookstone Capital Management
Illinois
$3.8M -$262K -2,280 -6%
CCA
66
Cobblestone Capital Advisors
New York
$3.8M -$444K -3,868 -10%
FNWM
67
Financial Network Wealth Management
Utah
$3.79M -$15.6K -136 -0.4%
LRWA
68
Long Run Wealth Advisors
New York
$3.69M +$919 +8 +0%
BWM
69
BigSur Wealth Management
Florida
$3.68M
OIA
70
OneDigital Investment Advisors
Kansas
$3.61M +$366K +3,182 +11%
Stifel Financial
71
Stifel Financial
Missouri
$3.55M -$104K -906 -3%
SAG
72
SageView Advisory Group
California
$3.54M -$1.7M -14,793 -32%
CWA
73
Crux Wealth Advisors
California
$3.52M -$73.4K -639 -2%
DWM
74
Destination Wealth Management
California
$3.49M +$66.5K +579 +2%
GC
75
Grimes & Company
Massachusetts
$3.46M +$22.3K +194 +0.6%