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iShares ESG Optimized MSCI USA ETF

509 hedge funds and large institutions have $2.1B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 184

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

Holders
509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
226
LRI Investments
Florida
$653K
MGWM
227
Marks Group Wealth Management
Minnesota
$644K
TWM
228
TriaGen Wealth Management
California
$643K
Vontobel Holding
229
Vontobel Holding
Switzerland
$636K
PMG
230
ProVise Management Group
Florida
$631K
FWI
231
Facet Wealth Inc
Maryland
$630K
PFPG
232
Pinnacle Financial Partners (Georgia)
Georgia
$629K
KNW
233
Kesler Norman & Wride
Utah
$616K
PFM
234
Peak Financial Management
Massachusetts
$616K
CFFNO
235
Common Fund For Nonprofit Organizations
Connecticut
$611K
WFA
236
West Financial Advisors
Iowa
$607K
WCM
237
WealthBridge Capital Management
Ohio
$602K
RIS
238
Richmond Investment Services
Wisconsin
$597K
CFA
239
CWS Financial Advisors
Michigan
$583K
AF
240
ASL Financial
California
$581K
SFG
241
Sage Financial Group
Pennsylvania
$579K
UBS AM
242
UBS AM
Illinois
$579K
MF
243
Meridian Financial
Massachusetts
$568K
FCAS
244
First Command Advisory Services
Texas
$567K
JIC
245
Johnson Investment Counsel
Ohio
$566K
CWM
246
Connecticut Wealth Management
Connecticut
$563K
OFG
247
Opulen Financial Group
Virginia
$562K
SG
248
Sharper & Granite
California
$556K
WWM
249
Western Wealth Management
Colorado
$555K
Bank Julius Baer & Co
250
Bank Julius Baer & Co
Switzerland
$552K