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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
Franklin Resources
251
Franklin Resources
California
$550K
MCM
252
Mill Capital Management
North Carolina
$548K
RWM
253
Ritholtz Wealth Management
New York
$541K
HG
254
Harbor Group
New Hampshire
$536K
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$530K
PIM
256
Progressive Investment Management
Oregon
$528K
BCPWM
257
Bradley & Co Private Wealth Management
Florida
$526K
AAS
258
Ameritas Advisory Services
Nebraska
$523K
SFG
259
SNS Financial Group
Minnesota
$516K
GPCM
260
Guardsman Private Capital Management
Florida
$516K
NSIM
261
North Star Investment Management
Illinois
$510K
UIA
262
Ulland Investment Advisors
Minnesota
$509K
HWA
263
Heartwood Wealth Advisors
Virginia
$506K
PAA
264
Peregrine Asset Advisers
Oregon
$505K
BB
265
Bell Bank
North Dakota
$502K
PRAG
266
Portfolio Resources Advisor Group
Florida
$499K
FFA
267
First Foundation Advisors
California
$498K
WF
268
Warner Financial
Maryland
$490K
AWA
269
Asempa Wealth Advisors
Louisiana
$487K
WCG
270
Weaver Consulting Group
California
$486K
MPIM
271
McGinn Penninger Investment Management
Virginia
$478K
CWP
272
Corepath Wealth Partners
Arizona
$476K
ABC
273
Associated Banc-Corp
Wisconsin
$475K
DE
274
Diversified Enterprises
Delaware
$472K
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$466K