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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 %
EI
76
eCIO Inc
Wisconsin
$3.42M +$3.42M +29,732 New
PFA
77
Pure Financial Advisors
California
$3.39M +$3.39M +29,506 New
Cerity Partners
78
Cerity Partners
New York
$3.32M -$6.09K -53 -0.2%
SPIA
79
Steward Partners Investment Advisory
New York
$3.29M -$3.9M -33,971 -54%
RZH
80
Relyea Zuckerberg Hanson
Connecticut
$3.24M
LNWTC
81
Laird Norton Wetherby Trust Company
Washington
$3.11M
Jones Financial Companies
82
Jones Financial Companies
Missouri
$2.92M +$1.17M +10,253 +67%
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$2.92M -$520K -4,532 -15%
CPC
84
Consolidated Planning Corp
Georgia
$2.88M +$143K +1,247 +5%
B
85
Bailard
California
$2.8M -$218K -1,897 -7%
KAS
86
Kestra Advisory Services
Texas
$2.78M -$867K -7,545 -24%
SB
87
Simmons Bank
Arkansas
$2.77M
VWA
88
VERITY Wealth Advisors
United States
$2.71M
SFP
89
Shepherd Financial Partners
Massachusetts
$2.59M -$514K -4,475 -17%
ADL
90
Asset Dedication LLC
California
$2.58M +$82.7K +720 +3%
HWM
91
HB Wealth Management
Georgia
$2.56M +$767K +6,678 +43%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.54M +$80.5K +701 +3%
MMA
93
Miracle Mile Advisors
California
$2.52M -$62.9K -548 -2%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$19.4K +169 +0.8%
WTC
95
WhitTier Trust Company
Nevada
$2.45M -$8.73K -76 -0.4%
CA
96
CGN Advisors
Kansas
$2.44M
P
97
&Partners
Tennessee
$2.43M +$442K +3,874 +22%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$2.43M -$168K -1,465 -6%
LNB
99
Ledyard National Bank
$2.43M -$42.8K -373 -2%
William Blair & Company
100
William Blair & Company
Illinois
$2.41M -$263K -2,289 -10%