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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
First Manhattan
351
First Manhattan
New York
$296K
FFN
352
Focus Financial Network
Minnesota
$290K
WFS
353
WealthGarden F.S.
California
$290K
FWM
354
Forza Wealth Management
Florida
$290K
VA
355
VestGen Advisors
Illinois
$290K
BIG
356
Brooklyn Investment Group
New York
$288K
FCIM
357
Fairview Capital Investment Management
California
$287K
LIM
358
Leavell Investment Management
Alabama
$284K
FFC
359
Frederick Financial Consultants
Maryland
$274K
LI
360
LVZ Inc
Michigan
$273K
CA
361
Cornerstone Advisory
Maryland
$271K
PWM
362
Perigon Wealth Management
California
$270K
MFG
363
Magnus Financial Group
New York
$268K
DAS
364
Dynamic Advisor Solutions
Arizona
$267K
PWMG
365
Private Wealth Management Group
New Jersey
$266K
EPP
366
ETF Portfolio Partners
Kansas
$266K
AllianceBernstein
367
AllianceBernstein
Tennessee
$264K
WWM
368
WJ Wealth Management
Arizona
$264K
SFC
369
Strategic Financial Concepts
Texas
$264K
TW
370
Traveka Wealth
California
$264K
GWM
371
Geneos Wealth Management
Colorado
$263K
CAWM
372
Capital Advisors Wealth Management
Washington
$263K
HPM
373
Hoxton Planning & Management
West Virginia
$261K
MAC
374
Mason & Associates (California)
California
$260K
IWP
375
IAG Wealth Partners
Wisconsin
$259K