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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.88M -$327K -2,582 -5%
DADC
52
D.A. Davidson & Co
Montana
$5.81M -$708K -5,586 -11%
HWA
53
Hilltop Wealth Advisors
North Carolina
$5.48M +$59.8K +472 +1%
MML Investors Services
54
MML Investors Services
Massachusetts
$5.4M +$622K +4,907 +13%
GT
55
Glenview Trust
Kentucky
$5.39M
TF
56
Tompkins Financial
New York
$5.09M -$1.07M -8,404 -17%
BMC
57
Bear Mountain Capital
Washington
$4.85M +$193K +1,507 +4%
PAG
58
Private Advisor Group
New Jersey
$4.58M -$16.9K -133 -0.4%
GC
59
Garde Capital
Washington
$4.46M -$313K -2,467 -7%
RSWM
60
Robertson Stephens Wealth Management
California
$4.13M -$236K -1,865 -5%
BWM
61
BigSur Wealth Management
Florida
$4.06M
DWM
62
Destination Wealth Management
California
$3.96M +$111K +876 +3%
GC
63
Grimes & Company
Massachusetts
$3.93M +$117K +920 +3%
SAG
64
SageView Advisory Group
California
$3.93M -$76.6K -590 -2%
CCA
65
Cobblestone Capital Advisors
New York
$3.92M -$264K -2,085 -6%
BCM
66
Brookstone Capital Management
Illinois
$3.9M -$293K -2,309 -7%
LRWA
67
Long Run Wealth Advisors
New York
$3.86M -$215K -1,693 -5%
MMA
68
Miracle Mile Advisors
California
$3.81M +$1.02M +8,075 +37%
PFA
69
Pure Financial Advisors
California
$3.81M +$68.6K +541 +2%
MWM
70
Modern Wealth Management
Kansas
$3.8M +$3.8M +29,994 New
Cerity Partners
71
Cerity Partners
New York
$3.72M +$57.9K +457 +2%
Stifel Financial
72
Stifel Financial
Missouri
$3.69M -$230K -1,813 -6%
SPIA
73
Steward Partners Investment Advisory
New York
$3.53M -$98.7K -779 -3%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$3.52M +$301K +2,390 +9%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$3.49M +$265K +2,094 +8%