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iShares ESG Optimized MSCI USA ETF

515 hedge funds and large institutions have $2.11B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 153 increasing their positions, 188 reducing their positions, and 34 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: $ → $

19% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 188

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
515
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
SCM
226
SCS Capital Management
Massachusetts
$658K
RIM
227
Ryan Investment Management
Colorado
$655K
MCM
228
MAI Capital Management
Ohio
$653K
LI
229
LRI Investments
Florida
$653K
MGWM
230
Marks Group Wealth Management
Minnesota
$644K
TWM
231
TriaGen Wealth Management
California
$643K
Vontobel Holding
232
Vontobel Holding
Switzerland
$636K
PMG
233
ProVise Management Group
Florida
$631K
FWI
234
Facet Wealth Inc
Maryland
$630K
PFPG
235
Pinnacle Financial Partners (Georgia)
Georgia
$629K
KNW
236
Kesler Norman & Wride
Utah
$616K
PFM
237
Peak Financial Management
Massachusetts
$616K
CFFNO
238
Common Fund For Nonprofit Organizations
Connecticut
$611K
WFA
239
West Financial Advisors
Iowa
$607K
WCM
240
WealthBridge Capital Management
Ohio
$602K
RIS
241
Richmond Investment Services
Wisconsin
$597K
CFA
242
CWS Financial Advisors
Michigan
$583K
AF
243
ASL Financial
California
$581K
SFG
244
Sage Financial Group
Pennsylvania
$579K
UBS AM
245
UBS AM
Illinois
$579K
MF
246
Meridian Financial
Massachusetts
$568K
FCAS
247
First Command Advisory Services
Texas
$567K
JIC
248
Johnson Investment Counsel
Ohio
$566K
CWM
249
Connecticut Wealth Management
Connecticut
$563K
OFG
250
Opulen Financial Group
Virginia
$562K