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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
HPA
326
High Probability Advisors
New York
$341K
HWA
327
HCR Wealth Advisors
California
$337K
OFP
328
OLIO Financial Planning
Virginia
$336K
AIM
329
Acropolis Investment Management
Missouri
$336K
GPA
330
Guerra Pan Advisors
New Jersey
$334K
DWM
331
Dakota Wealth Management
Florida
$332K
LP
332
LGL Partners
Pennsylvania
$332K
SDJVC
333
St. Denis J. Villere & Co
Louisiana
$330K
CAIM
334
Catherine Avery Investment Management
Florida
$329K
FWCM
335
Ferguson Wellman Capital Management
Oregon
$329K
AIC
336
Allodium Investment Consultants
Minnesota
$329K
Empower Advisory Group
337
Empower Advisory Group
Colorado
$328K
PCFFS
338
Pacific Center for Financial Services
California
$324K
DWT
339
Dorsey & Whitney Trust
South Dakota
$324K
PWMAG
340
Pinnacle Wealth Management Advisory Group
New Jersey
$316K
FPW
341
Flagship Private Wealth
Massachusetts
$311K
BHWM
342
Bar Harbor Wealth Management
New Hampshire
$309K
GBT
343
Grove Bank & Trust
Florida
$308K
DT
344
Diversified Trust
Tennessee
$307K
PAI
345
Pittenger & Anderson Inc
Nebraska
$306K
KSB
346
Kennebec Savings Bank
Maine
$305K
BRIA
347
Balanced Rock Investment Advisors
Massachusetts
$304K
B
348
Birchbrook
Maine
$301K
S
349
SignatureFD
Georgia
$301K
PGAM
350
Princeton Global Asset Management
New Jersey
$296K