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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
LA
401
LexAurum Advisors
Kansas
$222K
EF
402
Empowered Funds
Pennsylvania
$222K
PIA
403
Perennial Investment Advisors
California
$221K
BIG
404
Boothe Investment Group
Delaware
$215K
JSW
405
Journey Strategic Wealth
New Jersey
$214K
RIS
406
Retirement Income Solutions
Michigan
$212K
BFO
407
Boston Family Office
Massachusetts
$211K
MCWS
408
McKinley Carter Wealth Services
West Virginia
$208K
HTIM
409
Harbour Trust & Investment Management
Indiana
$207K
HAP
410
Harbor Asset Planning
Massachusetts
$206K
BSSFA
411
Baron Silver Stevens Financial Advisors
Florida
$205K
MF
412
Montis Financial
Massachusetts
$205K
MWM
413
Maimon Wealth Management
Israel
$204K
AG
414
AlTi Global
New York
$204K
SS
415
SBI Securities
Japan
$200K
LFASL
416
Lugano Financial Advisors SA (LFA)
Switzerland
$177K
SWM
417
Spire Wealth Management
Virginia
$172K
LAMC
418
Longview Asset Management (California)
California
$172K
VAI
419
Vanguard Advisers Inc
Pennsylvania
$171K
GSWM
420
Golden State Wealth Management
California
$145K
HCM
421
Hollencrest Capital Management
California
$139K
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$135K
WT
423
Whittier Trust
California
$134K
TRCT
424
Tower Research Capital (TRC)
New York
$133K
FDCP
425
Foster Dykema Cabot & Partners
Massachusetts
$132K