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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
JCA
376
January Capital Advisors
California
$259K
GA
377
Goldstein Advisors
Wisconsin
$259K
AWP
378
Axis Wealth Partners
Rhode Island
$258K
JWA
379
JFS Wealth Advisors
Pennsylvania
$253K
BCI
380
Brinker Capital Investments
Pennsylvania
$253K
MHC
381
May Hill Capital
Massachusetts
$253K
WTFG
382
Wood Tarver Financial Group
Idaho
$252K
CP
383
Creekside Partners
California
$247K
Susquehanna International Group
384
Susquehanna International Group
Pennsylvania
$247K
UCFA
385
United Capital Financial Advisors
Texas
$245K
FI
386
Financial Insights
Washington
$243K
AQR Capital Management
387
AQR Capital Management
Connecticut
$238K
FM
388
Family Management
New York
$238K
RWM
389
Refined Wealth Management
Utah
$236K
PFA
390
Pathway Financial Advisors
Vermont
$235K
DC
391
Davenport & Co
Virginia
$234K
PCM
392
Pointe Capital Management
Michigan
$231K
SF
393
Summit Financial
New Jersey
$230K
LOWM
394
Laurel Oak Wealth Management
New Jersey
$230K
ES
395
Eagle Strategies
New York
$229K
AO
396
Advisor OS
Illinois
$229K
HA
397
Harfst & Associates
Wyoming
$226K
SG
398
StoneX Group
New York
$225K
ACP
399
Argyle Capital Partners
California
$224K
VHAM
400
Van Hulzen Asset Management
California
$224K