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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 %
NA
201
Nautilus Advisors
California
$786K
CWA
202
Crux Wealth Advisors
California
$783K -$3.1M -24,466 -80%
Comerica Bank
203
Comerica Bank
Texas
$775K +$84.7K +668 +12%
HCM
204
Hengehold Capital Management
Ohio
$766K -$48.9K -386 -6%
CICC
205
Capital Investment Counsel (Colorado)
Colorado
$761K -$84.8K -669 -10%
BONH
206
Bank of New Hampshire
New Hampshire
$759K
FFA
207
Farther Finance Advisors
California
$757K -$338K -2,668 -31%
RFA
208
Rollins Financial Advisors
New York
$756K -$12.7K -100 -2%
HBT
209
Hills Bank & Trust
Iowa
$753K
WDL
210
Well Done LLC
Michigan
$748K +$41.6K +328 +6%
SWP
211
Stratos Wealth Partners
Ohio
$716K -$33.6K -265 -4%
MFC
212
Morris Financial Concepts
South Carolina
$704K +$83.5K +659 +13%
GIM
213
Glenmede Investment Management
Pennsylvania
$700K +$700K +5,524 New
PCM
214
Parsons Capital Management
Rhode Island
$695K -$20.9K -165 -3%
MWM
215
Modera Wealth Management
New Jersey
$694K
OCM
216
One Capital Management
California
$691K -$1.39M -10,970 -67%
LI
217
LRI Investments
Florida
$688K
Bessemer Group
218
Bessemer Group
New Jersey
$688K +$688K +5,430 New
WWM
219
WJ Wealth Management
Arizona
$684K
WCFA
220
Walkner Condon Financial Advisors
Wisconsin
$684K +$6.08K +48 +0.9%
ML
221
McAdam LLC
Pennsylvania
$681K +$40.2K +317 +6%
KDA
222
Kraft Davis & Associates
Missouri
$661K -$48K -370 -7%
WFA
223
West Financial Advisors
Iowa
$661K
TWM
224
TriaGen Wealth Management
California
$655K -$2.79K -22 -0.4%
FCAS
225
First Command Advisory Services
Texas
$645K -$887 -7 -0.1%