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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
OFG
301
Oxford Financial Group
Indiana
$396K
BFS
302
BridgePort Financial Solutions
Iowa
$394K
SA
303
Sanctuary Advisors
Indiana
$391K
ZAM
304
Zevin Asset Management
Massachusetts
$386K
FFW
305
Fusion Family Wealth
New York
$381K
IRP
306
Investment Research Partners
Pennsylvania
$380K
Bessemer Group
307
Bessemer Group
New Jersey
$378K
SC
308
Savant Capital
Illinois
$376K
AIP
309
Avail Investment Partners
Pennsylvania
$374K
SPC
310
Sigma Planning Corp
Michigan
$373K
FPH
311
Financial Planning Hawaii
Hawaii
$370K
PIM
312
Penobscot Investment Management
Massachusetts
$364K
WA
313
Wealth Architects
California
$361K
CWA
314
Consilio Wealth Advisors
Washington
$361K
KA
315
Klingman & Associates
New York
$359K
AA
316
Aufman Associates
Pennsylvania
$356K
SF
317
SWP Financial
California
$353K
KLI
318
Kelman-Lazarov Inc
Tennessee
$347K
EAN
319
Excelsior Advisor Network
Colorado
$345K
AWA
320
Arkadios Wealth Advisors
Georgia
$344K
CIA
321
Concurrent Investment Advisors
Florida
$343K
HPA
322
High Probability Advisors
New York
$341K
HWA
323
HCR Wealth Advisors
California
$337K
OFP
324
OLIO Financial Planning
Virginia
$336K
AIM
325
Acropolis Investment Management
Missouri
$336K