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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
FCH
151
Freestone Capital Holdings
Washington
$1.19M
Jane Street
152
Jane Street
New York
$1.16M
JSW
153
Journey Strategic Wealth
New Jersey
$1.15M
Fidelity Investments
154
Fidelity Investments
Massachusetts
$1.15M
CL
155
Choreo LLC
Illinois
$1.15M
FTUS
156
Flow Traders U.S.
New York
$1.14M
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$1.13M
PGA
158
Portland Global Advisors
Maine
$1.12M
IIC
159
Integrated Investment Consultants
Michigan
$1.1M
Members Trust
160
Members Trust
Florida
$1.1M
PA
161
Parkside Advisors
California
$1.08M
MSA
162
Marino Stram & Associates
Massachusetts
$1.08M
WB
163
WesBanco Bank
West Virginia
$1.07M
MGIA
164
Moneta Group Investment Advisors
Missouri
$1.06M
BPA
165
Beacon Pointe Advisors
California
$1.06M
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$1.05M
MOS
167
MGO One Seven
Ohio
$1.04M
FA
168
Fountainhead AM
New Jersey
$1.03M
RRA
169
Round Rock Advisors
Connecticut
$1.03M
CT
170
Coastline Trust
Rhode Island
$1.01M
AAS
171
Ameritas Advisory Services
Nebraska
$1.01M
APG
172
Abacus Planning Group
South Carolina
$1.01M
RCWM
173
Red Crane Wealth Management
California
$1.01M
GA
174
GoalVest Advisory
New York
$1M
FFA
175
Farther Finance Advisors
California
$996K