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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 %
FCH
151
Freestone Capital Holdings
Washington
$1.19M +$3.56K +31 +0.3%
Jane Street
152
Jane Street
New York
$1.16M +$1.16M +10,075 New
JSW
153
Journey Strategic Wealth
New Jersey
$1.15M +$14.1K +123 +1%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$1.15M +$5.51K +48 +0.5%
CL
155
Choreo LLC
Illinois
$1.15M
FTUS
156
Flow Traders U.S.
New York
$1.14M +$1.14M +9,936 New
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$1.13M -$60.9K -469 -5%
PGA
158
Portland Global Advisors
Maine
$1.12M -$221K -1,920 -16%
IIC
159
Integrated Investment Consultants
Michigan
$1.1M -$26.8K -233 -2%
Members Trust
160
Members Trust
Florida
$1.1M +$335K +2,920 +44%
PA
161
Parkside Advisors
California
$1.08M
MSA
162
Marino Stram & Associates
Massachusetts
$1.08M +$689 +6 +0.1%
WB
163
WesBanco Bank
West Virginia
$1.07M +$17.2K +150 +2%
MGIA
164
Moneta Group Investment Advisors
Missouri
$1.06M +$78.3K +682 +8%
BPA
165
Beacon Pointe Advisors
California
$1.06M +$124K +1,078 +13%
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$1.05M -$18.4K -160 -2%
MOS
167
MGO One Seven
Ohio
$1.04M
FA
168
Fountainhead AM
New Jersey
$1.03M -$205K -1,783 -17%
RRA
169
Round Rock Advisors
Connecticut
$1.03M +$23.3K +203 +2%
CT
170
Coastline Trust
Rhode Island
$1.01M -$19.5K -170 -2%
AAS
171
Ameritas Advisory Services
Nebraska
$1.01M +$1.38K +12 +0.1%
APG
172
Abacus Planning Group
South Carolina
$1.01M +$230 +2 +0%
RCWM
173
Red Crane Wealth Management
California
$1.01M +$1.38K +12 +0.1%
GA
174
GoalVest Advisory
New York
$1M
FFA
175
Farther Finance Advisors
California
$996K +$918K +7,964 +1,176%