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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 %
ZF
201
Zhang Financial
Michigan
$810K +$115 +1 +0%
CAM
202
Carret Asset Management
New York
$804K +$1.95K +17 +0.2%
SG
203
Sharper & Granite
California
$799K +$20.7K +180 +3%
AL
204
Aspiriant LLC
California
$789K
JWCA
205
J.W. Cole Advisors
Florida
$786K -$1.07M -9,325 -58%
PPA
206
Pilgrim Partners Asia
Singapore
$781K +$138K +1,200 +21%
LT
207
Legacy Trust
Michigan
$780K
WA
208
Waverly Advisors
Alabama
$770K +$172K +1,500 +29%
CICC
209
Capital Investment Counsel (Colorado)
Colorado
$766K -$332K -2,891 -30%
HCM
210
Hengehold Capital Management
Ohio
$739K +$7.81K +68 +1%
JFA
211
JNBA Financial Advisors
Minnesota
$726K -$111K -966 -13%
CCM
212
Coldstream Capital Management
Washington
$723K +$29.5K +257 +4%
NA
213
Nautilus Advisors
California
$712K
SWM
214
SK Wealth Management
Rhode Island
$699K +$1.8K +17 +0.3%
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$699K +$36.5K +318 +6%
RFA
216
Rollins Financial Advisors
New York
$697K -$101K -883 -13%
BONH
217
Bank of New Hampshire
New Hampshire
$688K -$284K -2,470 -29%
HBT
218
Hills Bank & Trust
Iowa
$682K
SWP
219
Stratos Wealth Partners
Ohio
$680K -$427K -3,713 -39%
WDL
220
Well Done LLC
Michigan
$678K +$1.95K +16 +0.3%
MG
221
Mather Group
Illinois
$667K -$5.51K -48 -0.8%
GT
222
Glenmede Trust
Pennsylvania
$658K
RWM
223
Ritholtz Wealth Management
New York
$656K -$20.4K -178 -3%
PCM
224
Parsons Capital Management
Rhode Island
$649K -$33.9K -295 -5%
B
225
Birchbrook
Maine
$642K -$968K -8,427 -60%