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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
ABC
276
Associated Banc-Corp
Wisconsin
$475K
DE
277
Diversified Enterprises
Delaware
$472K
IIC
278
Integrated Investment Consultants
Michigan
$469K
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$466K
SWP
280
Stratos Wealth Partners
Ohio
$453K
ATPW
281
Ashton Thomas Private Wealth
Arizona
$451K
HCM
282
Highview Capital Management
Illinois
$451K
MCFP
283
Mallini Complete Financial Planning
Florida
$451K
WA
284
Win Advisors
Florida
$445K
JMNC
285
J. Mark Nickell & Co
Tennessee
$444K
KFP
286
KMG Fiduciary Partners
Ohio
$443K
BFS
287
Bradley Foster & Sargent
Connecticut
$443K
CA
288
Continuum Advisory
Idaho
$433K
HIA
289
Harbor Investment Advisory
Maryland
$433K
SS
290
Sound Stewardship
Kansas
$426K
GVCM
291
Global View Capital Management
Wisconsin
$426K
T
292
TrustBank
Illinois
$424K
CFG
293
Citizens Financial Group
Rhode Island
$423K
Envestnet Portfolio Solutions
294
Envestnet Portfolio Solutions
Illinois
$422K
TAM
295
Trillium Asset Management
Massachusetts
$416K
TWM
296
Tradition Wealth Management
Minnesota
$416K
FHA
297
Flagship Harbor Advisors
Massachusetts
$415K
PHIC
298
Pine Haven Investment Counsel
Massachusetts
$407K
AGA
299
Arkos Global Advisors
Texas
$403K
BCWM
300
Bartlett & Co Wealth Management
Ohio
$402K