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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 %
SFA
126
Sequoia Financial Advisors
Ohio
$1.58M -$78.8K -686 -5%
TC
127
Trust Company
Kansas
$1.56M +$47K +409 +3%
EWM
128
Evercore Wealth Management
New York
$1.55M
BAAM
129
Baker Avenue Asset Management
California
$1.53M -$159K -1,383 -9%
GAM
130
Gould Asset Management
California
$1.53M -$31.6K -275 -2%
SWA
131
SOA Wealth Advisors
New York
$1.5M -$4.42M -38,469 -75%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$1.49M -$279K -2,433 -16%
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.48M -$56.9K -495 -4%
WAG
134
Winthrop Advisory Group
Massachusetts
$1.47M -$62.4K -543 -4%
Franklin Resources
135
Franklin Resources
California
$1.46M +$40.1K +349 +3%
BIA
136
Bigelow Investment Advisors
Maine
$1.44M -$72.8K -634 -5%
CA
137
Clearstead Advisors
Ohio
$1.41M
APP
138
Avantax Planning Partners
Iowa
$1.41M
AA
139
Addison Advisors
Vermont
$1.4M -$13.8K -120 -1%
Renaissance Technologies
140
Renaissance Technologies
New York
$1.4M -$115K -1,000 -8%
RCA
141
Resonant Capital Advisors
Wisconsin
$1.39M -$10.5K -91 -0.7%
BDFN
142
Bond & Devick Financial Network
Minnesota
$1.36M -$36.4K -317 -3%
ACA
143
Aptus Capital Advisors
Alabama
$1.36M -$459 -4 -0%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$1.35M -$15K -131 -1%
BFA
145
Bluestem Financial Advisors
Illinois
$1.3M
VA
146
VestGen Advisors
Illinois
$1.28M +$1.28M +11,176 New
SCA
147
Snowden Capital Advisors
New York
$1.26M +$2.87K +25 +0.2%
MCCA
148
Mill Creek Capital Advisors
Pennsylvania
$1.22M +$2.07K +18 +0.2%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$1.21M +$203K +1,763 +20%
FFA
150
First Foundation Advisors
California
$1.21M -$3.45K -30 -0.3%