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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 %
SS
176
Sound Stewardship
Kansas
$980K -$194K -1,688 -17%
HTC
177
Haverford Trust Company
Pennsylvania
$974K
PSC
178
Prentiss Smith & Co
Vermont
$970K +$58.1K +506 +6%
DC
179
Destiny Capital
Colorado
$959K +$34.7K +302 +4%
MA
180
Mutual Advisors
Nebraska
$954K -$14.4K -127 -1%
TIA
181
Traphagen Investment Advisors
New Jersey
$951K -$7.93K -69 -0.8%
Citigroup
182
Citigroup
New York
$934K -$77.2K -672 -8%
MPIM
183
McGinn Penninger Investment Management
Virginia
$932K +$932K +8,112 New
GLA
184
Good Life Advisors
Pennsylvania
$929K -$44.7K -389 -5%
MP
185
Moment Partners
California
$924K -$37K -322 -4%
GSWM
186
Greenup Street Wealth Management
Michigan
$914K -$47.7K -415 -5%
NL
187
NEPC LLC
Massachusetts
$910K +$17.6K +153 +2%
EH
188
Equitable Holdings
New York
$908K -$459K -3,994 -34%
AIP
189
Ameritas Investment Partners
Nebraska
$896K -$7.47K -65 -0.8%
WCWM
190
Willow Creek Wealth Management
California
$882K
HNB
191
Huntington National Bank
Ohio
$880K -$932K
FCI
192
Financial Counselors Inc
Kansas
$880K +$4.25K +37 +0.5%
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 +$34.6K +301 +4%
WP
197
WealthShield Partners
North Carolina
$841K -$2.99K -26 -0.4%
CC
198
Citrine Capital
California
$833K
WIM
199
Westside Investment Management
California
$830K -$91.3K -795 -10%
MFA
200
McClarren Financial Advisors
Pennsylvania
$817K +$22.9K +125 +3%