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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
SS
176
Sound Stewardship
Kansas
$980K
HTC
177
Haverford Trust Company
Pennsylvania
$974K
PSC
178
Prentiss Smith & Co
Vermont
$970K
DC
179
Destiny Capital
Colorado
$959K
MA
180
Mutual Advisors
Nebraska
$954K
TIA
181
Traphagen Investment Advisors
New Jersey
$951K
Citigroup
182
Citigroup
New York
$934K
MPIM
183
McGinn Penninger Investment Management
Virginia
$932K
GLA
184
Good Life Advisors
Pennsylvania
$929K
MP
185
Moment Partners
California
$924K
GSWM
186
Greenup Street Wealth Management
Michigan
$914K
NL
187
NEPC LLC
Massachusetts
$910K
EH
188
Equitable Holdings
New York
$908K
AIP
189
Ameritas Investment Partners
Nebraska
$896K
WCWM
190
Willow Creek Wealth Management
California
$882K
HNB
191
Huntington National Bank
Ohio
$880K
FCI
192
Financial Counselors Inc
Kansas
$880K
WANY
193
Wealthspire Advisors (New York)
New York
$874K
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
$872K
FF
195
Finley Financial
Nevada
$871K
SPL
196
Smart Portfolios LLC
Washington
$863K
WP
197
WealthShield Partners
North Carolina
$841K
CC
198
Citrine Capital
California
$833K
WIM
199
Westside Investment Management
California
$830K
MFA
200
McClarren Financial Advisors
Pennsylvania
$817K