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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
SG
251
Sharper & Granite
California
$556K
WWM
252
Western Wealth Management
Colorado
$555K
Bank Julius Baer & Co
253
Bank Julius Baer & Co
Switzerland
$552K
Franklin Resources
254
Franklin Resources
California
$550K
MCM
255
Mill Capital Management
North Carolina
$548K
RWM
256
Ritholtz Wealth Management
New York
$541K
HG
257
Harbor Group
New Hampshire
$536K
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$530K
PIM
259
Progressive Investment Management
Oregon
$528K
BCPWM
260
Bradley & Co Private Wealth Management
Florida
$526K
AAS
261
Ameritas Advisory Services
Nebraska
$523K
SFG
262
SNS Financial Group
Minnesota
$516K
GPCM
263
Guardsman Private Capital Management
Florida
$516K
NSIM
264
North Star Investment Management
Illinois
$510K
UIA
265
Ulland Investment Advisors
Minnesota
$509K
HWA
266
Heartwood Wealth Advisors
Virginia
$506K
PAA
267
Peregrine Asset Advisers
Oregon
$505K
BB
268
Bell Bank
North Dakota
$502K
PRAG
269
Portfolio Resources Advisor Group
Florida
$499K
FFA
270
First Foundation Advisors
California
$498K
WF
271
Warner Financial
Maryland
$490K
AWA
272
Asempa Wealth Advisors
Louisiana
$487K
WCG
273
Weaver Consulting Group
California
$486K
MPIM
274
McGinn Penninger Investment Management
Virginia
$478K
CWP
275
Corepath Wealth Partners
Arizona
$476K