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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
GPA
326
Guerra Pan Advisors
New Jersey
$334K
DWM
327
Dakota Wealth Management
Florida
$332K
LP
328
LGL Partners
Pennsylvania
$332K
SDJVC
329
St. Denis J. Villere & Co
Louisiana
$330K
CAIM
330
Catherine Avery Investment Management
Florida
$329K
FWCM
331
Ferguson Wellman Capital Management
Oregon
$329K
AIC
332
Allodium Investment Consultants
Minnesota
$329K
Empower Advisory Group
333
Empower Advisory Group
Colorado
$328K
PCFFS
334
Pacific Center for Financial Services
California
$324K
DWT
335
Dorsey & Whitney Trust
South Dakota
$324K
PWMAG
336
Pinnacle Wealth Management Advisory Group
New Jersey
$316K
FPW
337
Flagship Private Wealth
Massachusetts
$311K
BHWM
338
Bar Harbor Wealth Management
New Hampshire
$309K
GBT
339
Grove Bank & Trust
Florida
$308K
DT
340
Diversified Trust
Tennessee
$307K
PAI
341
Pittenger & Anderson Inc
Nebraska
$306K
KSB
342
Kennebec Savings Bank
Maine
$305K
BRIA
343
Balanced Rock Investment Advisors
Massachusetts
$304K
B
344
Birchbrook
Maine
$301K
S
345
SignatureFD
Georgia
$301K
PGAM
346
Princeton Global Asset Management
New Jersey
$296K
First Manhattan
347
First Manhattan
New York
$296K
FFN
348
Focus Financial Network
Minnesota
$290K
WFS
349
WealthGarden F.S.
California
$290K
FWM
350
Forza Wealth Management
Florida
$290K