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iShares ESG Optimized MSCI USA ETF

481 hedge funds and large institutions have $2.12B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 194 reducing their positions, and 16 closing their positions.

Holders
481
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
6.46%
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
118
Reduced
194
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EH
176
Equitable Holdings
New York
$1M 7,894 -10 -0.1%
GSWM
177
Greenup Street Wealth Management
Michigan
$986K 7,778 -182 -2%
AIP
178
Ameritas Investment Partners
Nebraska
$983K 7,753 -45 -0.6%
WCWM
179
Willow Creek Wealth Management
California
$973K 7,679
HNB
180
Huntington National Bank
Ohio
NL
181
NEPC LLC
Massachusetts
$969K 7,646 -278 -4%
FF
182
Finley Financial
Nevada
$965K 7,610
WANY
183
Wealthspire Advisors (New York)
New York
$964K 7,606
TIA
184
Traphagen Investment Advisors
New Jersey
$962K 7,589 -686 -8%
MGIA
185
Moneta Group Investment Advisors
Missouri
$948K 7,482 -1,767 -19%
FCH
186
Freestone Capital Holdings
Washington
$948K 7,479 -2,907 -28%
SPL
187
Smart Portfolios LLC
Washington
$942K 7,432 -81 -1%
CC
188
Citrine Capital
California
$919K 7,250
MT
189
Midwest Trust
Kansas
$906K 7,144 +7,144 New
MFA
190
McClarren Financial Advisors
Pennsylvania
$904K 7,130 +2,662 +60%
SWM
191
SK Wealth Management
Rhode Island
$896K 7,018 +421 +6%
WP
192
WealthShield Partners
North Carolina
$890K 7,025 -295 -4%
CAM
193
Carret Asset Management
New York
$889K 7,017 +16 +0.2%
AL
194
Aspiriant LLC
California
$871K 6,868
WIM
195
Westside Investment Management
California
$866K 6,831 -396 -5%
JFA
196
JNBA Financial Advisors
Minnesota
$826K 6,516 +197 +3%
SG
197
Sharper & Granite
California
$809K 6,357 -602 -9%
CCM
198
Coldstream Capital Management
Washington
$798K 6,296
WA
199
Waverly Advisors
Alabama
$786K 6,204 -500 -7%
NA
200
Nautilus Advisors
California
$786K 6,200