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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
SWP
276
Stratos Wealth Partners
Ohio
$453K
ATPW
277
Ashton Thomas Private Wealth
Arizona
$451K
HCM
278
Highview Capital Management
Illinois
$451K
MCFP
279
Mallini Complete Financial Planning
Florida
$451K
WA
280
Win Advisors
Florida
$445K
JMNC
281
J. Mark Nickell & Co
Tennessee
$444K
KFP
282
KMG Fiduciary Partners
Ohio
$443K
BFS
283
Bradley Foster & Sargent
Connecticut
$443K
CA
284
Continuum Advisory
Idaho
$433K
HIA
285
Harbor Investment Advisory
Maryland
$433K
SS
286
Sound Stewardship
Kansas
$426K
GVCM
287
Global View Capital Management
Wisconsin
$426K
T
288
TrustBank
Illinois
$424K
CFG
289
Citizens Financial Group
Rhode Island
$423K
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$422K
TAM
291
Trillium Asset Management
Massachusetts
$416K
TWM
292
Tradition Wealth Management
Minnesota
$416K
FHA
293
Flagship Harbor Advisors
Massachusetts
$415K
PHIC
294
Pine Haven Investment Counsel
Massachusetts
$407K
AGA
295
Arkos Global Advisors
Texas
$403K
BCWM
296
Bartlett & Co Wealth Management
Ohio
$402K
SHGA
297
Sand Hill Global Advisors
California
$401K
PI
298
PFG Investments
New York
$398K
AFO
299
Arrowroot Family Office
California
$397K
PA
300
Pinnacle Associates
New York
$396K