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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
VA
351
VestGen Advisors
Illinois
$290K
BIG
352
Brooklyn Investment Group
New York
$288K
FCIM
353
Fairview Capital Investment Management
California
$287K
LIM
354
Leavell Investment Management
Alabama
$284K
FFC
355
Frederick Financial Consultants
Maryland
$274K
LI
356
LVZ Inc
Michigan
$273K
CA
357
Cornerstone Advisory
Maryland
$271K
PWM
358
Perigon Wealth Management
California
$270K
MFG
359
Magnus Financial Group
New York
$268K
DAS
360
Dynamic Advisor Solutions
Arizona
$267K
PWMG
361
Private Wealth Management Group
New Jersey
$266K
EPP
362
ETF Portfolio Partners
Kansas
$266K
AllianceBernstein
363
AllianceBernstein
Tennessee
$264K
WWM
364
WJ Wealth Management
Arizona
$264K
TW
365
Traveka Wealth
California
$264K
SFC
366
Strategic Financial Concepts
Texas
$264K
GWM
367
Geneos Wealth Management
Colorado
$263K
CAWM
368
Capital Advisors Wealth Management
Washington
$263K
HPM
369
Hoxton Planning & Management
West Virginia
$261K
MAC
370
Mason & Associates (California)
California
$260K
IWP
371
IAG Wealth Partners
Wisconsin
$259K
JCA
372
January Capital Advisors
California
$259K
GA
373
Goldstein Advisors
Wisconsin
$259K
AWP
374
Axis Wealth Partners
Rhode Island
$258K
JWA
375
JFS Wealth Advisors
Pennsylvania
$253K