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iShares ESG Optimized MSCI USA ETF

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.47%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
119
Reduced
194
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
151
Choreo LLC
Illinois
$1.26M
Bank Julius Baer & Co
152
Bank Julius Baer & Co
Switzerland
$1.25M +$144K +1,136 +13%
Members Trust
153
Members Trust
Florida
$1.23M +$26K +205 +2%
GKWIM
154
Gerber Kawasaki Wealth & Investment Management
California
$1.23M +$73.5K +580 +6%
PGA
155
Portland Global Advisors
Maine
$1.23M -$12.7K -100 -1%
JSW
156
Journey Strategic Wealth
New Jersey
$1.22M -$45.9K -362 -4%
IIC
157
Integrated Investment Consultants
Michigan
$1.21M
MSA
158
Marino Stram & Associates
Massachusetts
$1.19M +$2.54K +20 +0.2%
PA
159
Parkside Advisors
California
$1.17M -$25.5K -201 -2%
RCWM
160
Red Crane Wealth Management
California
$1.15M +$36.5K +288 +3%
MOS
161
MGO One Seven
Ohio
$1.15M
BPA
162
Beacon Pointe Advisors
California
$1.13M -$38.8K -306 -3%
WB
163
WesBanco Bank
West Virginia
$1.12M -$60.3K -476 -5%
MA
164
Mutual Advisors
Nebraska
$1.11M +$15.5K +119 +1%
TFM
165
TFC Financial Management
Massachusetts
$1.1M +$1.1M +8,690 New
APG
166
Abacus Planning Group
South Carolina
$1.09M -$19.8K -156 -2%
RRA
167
Round Rock Advisors
Connecticut
$1.09M -$39.4K -311 -3%
HTC
168
Haverford Trust Company
Pennsylvania
$1.07M
FLPIM
169
F.L. Putnam Investment Management
Massachusetts
$1.07M +$112K +884 +12%
CT
170
Coastline Trust
Rhode Island
$1.07M -$44.5K -351 -4%
DC
171
Destiny Capital
Colorado
$1.06M
PSC
172
Prentiss Smith & Co
Vermont
$1.06M -$12K -95 -1%
GLA
173
Good Life Advisors
Pennsylvania
$1.05M +$28.3K +223 +3%
FA
174
Fountainhead AM
New Jersey
$1.05M -$91.4K -721 -8%
MPIM
175
McGinn Penninger Investment Management
Virginia
$1.03M -$1.77K -14 -0.2%