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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
SFA
126
Sequoia Financial Advisors
Ohio
$1.58M
TC
127
Trust Company
Kansas
$1.56M
EWM
128
Evercore Wealth Management
New York
$1.55M
BAAM
129
Baker Avenue Asset Management
California
$1.53M
GAM
130
Gould Asset Management
California
$1.53M
SWA
131
SOA Wealth Advisors
New York
$1.5M
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.49M
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.48M
WAG
134
Winthrop Advisory Group
Massachusetts
$1.47M
Franklin Resources
135
Franklin Resources
California
$1.46M
BIA
136
Bigelow Investment Advisors
Maine
$1.44M
CA
137
Clearstead Advisors
Ohio
$1.41M
APP
138
Avantax Planning Partners
Iowa
$1.41M
AA
139
Addison Advisors
Vermont
$1.4M
Renaissance Technologies
140
Renaissance Technologies
New York
$1.4M
RCA
141
Resonant Capital Advisors
Wisconsin
$1.39M
BDFN
142
Bond & Devick Financial Network
Minnesota
$1.36M
ACA
143
Aptus Capital Advisors
Alabama
$1.36M
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$1.35M
BFA
145
Bluestem Financial Advisors
Illinois
$1.3M
VA
146
VestGen Advisors
Illinois
$1.28M
SCA
147
Snowden Capital Advisors
New York
$1.26M
MCCA
148
Mill Creek Capital Advisors
Pennsylvania
$1.22M
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$1.21M
FFA
150
First Foundation Advisors
California
$1.21M