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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
BCI
376
Brinker Capital Investments
Pennsylvania
$253K
MHC
377
May Hill Capital
Massachusetts
$253K
WTFG
378
Wood Tarver Financial Group
Idaho
$252K
CP
379
Creekside Partners
California
$247K
Susquehanna International Group
380
Susquehanna International Group
Pennsylvania
$247K
UCFA
381
United Capital Financial Advisors
Texas
$245K
FI
382
Financial Insights
Washington
$243K
AQR Capital Management
383
AQR Capital Management
Connecticut
$238K
FM
384
Family Management
New York
$238K
RWM
385
Refined Wealth Management
Utah
$236K
PFA
386
Pathway Financial Advisors
Vermont
$235K
DC
387
Davenport & Co
Virginia
$234K
PCM
388
Pointe Capital Management
Michigan
$231K
SF
389
Summit Financial
New Jersey
$230K
LOWM
390
Laurel Oak Wealth Management
New Jersey
$230K
ES
391
Eagle Strategies
New York
$229K
AO
392
Advisor OS
Illinois
$229K
HA
393
Harfst & Associates
Wyoming
$226K
SG
394
StoneX Group
New York
$225K
ACP
395
Argyle Capital Partners
California
$224K
VHAM
396
Van Hulzen Asset Management
California
$224K
SG
397
Stanich Group
New York
$224K
MA
398
MJP Associates
Connecticut
$223K
PWM
399
Parkshore Wealth Management
California
$223K
EW
400
Evoke Wealth
California
$223K