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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
CAG
101
Crestwood Advisors Group
Massachusetts
$2.38M
AF
102
Allworth Financial
California
$2.35M
SWA
103
Sax Wealth Advisors
New Jersey
$2.28M
CAM
104
Cresset Asset Management
Illinois
$2.26M
CWM
105
Cornerstone Wealth Management
Missouri
$2.2M
CB
106
Commerce Bank
Missouri
$2.1M
FPF
107
First Pacific Financial
Washington
$2.06M
AWM
108
Aprio Wealth Management
Georgia
$2.05M
NP
109
NorthRock Partners
Minnesota
$2.03M
CCM
110
Colorado Capital Management
Colorado
$2.01M
OWA
111
One Wealth Advisors
California
$2M
FWM
112
Fingerlakes Wealth Management
New York
$1.97M
VPIM
113
Vanguard Personalized Indexing Management
California
$1.93M
OCM
114
One Capital Management
California
$1.89M
NCTC
115
New Covenant Trust Company
Indiana
$1.86M
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.82M
Citadel Advisors
117
Citadel Advisors
Florida
$1.81M
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$1.74M
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$1.73M
CPIG
120
Chicago Partners Investment Group
Illinois
$1.7M
LGWM
121
Litman Gregory Wealth Management
California
$1.69M
MIA
122
Milestone Investment Advisors
Wisconsin
$1.65M
FSA
123
Financial Services Advisory
Maryland
$1.65M
ECM
124
Evergreen Capital Management
Washington
$1.64M
AAS
125
Avantax Advisory Services
Texas
$1.59M