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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
SHGA
301
Sand Hill Global Advisors
California
$401K
PI
302
PFG Investments
New York
$398K
AFO
303
Arrowroot Family Office
California
$397K
PA
304
Pinnacle Associates
New York
$396K
OFG
305
Oxford Financial Group
Indiana
$396K
BFS
306
BridgePort Financial Solutions
Iowa
$394K
SA
307
Sanctuary Advisors
Indiana
$391K
ZAM
308
Zevin Asset Management
Massachusetts
$386K
FFW
309
Fusion Family Wealth
New York
$381K
IRP
310
Investment Research Partners
Pennsylvania
$380K
Bessemer Group
311
Bessemer Group
New Jersey
$378K
SC
312
Savant Capital
Illinois
$376K
AIP
313
Avail Investment Partners
Pennsylvania
$374K
SPC
314
Sigma Planning Corp
Michigan
$373K
FPH
315
Financial Planning Hawaii
Hawaii
$370K
PIM
316
Penobscot Investment Management
Massachusetts
$364K
WA
317
Wealth Architects
California
$361K
CWA
318
Consilio Wealth Advisors
Washington
$361K
KA
319
Klingman & Associates
New York
$359K
AA
320
Aufman Associates
Pennsylvania
$356K
SF
321
SWP Financial
California
$353K
KLI
322
Kelman-Lazarov Inc
Tennessee
$347K
EAN
323
Excelsior Advisor Network
Colorado
$345K
AWA
324
Arkadios Wealth Advisors
Georgia
$344K
CIA
325
Concurrent Investment Advisors
Florida
$343K