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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
SG
401
Stanich Group
New York
$224K
MA
402
MJP Associates
Connecticut
$223K
PWM
403
Parkshore Wealth Management
California
$223K
EW
404
Evoke Wealth
California
$223K
LA
405
LexAurum Advisors
Kansas
$222K
EF
406
Empowered Funds
Pennsylvania
$222K
PIA
407
Perennial Investment Advisors
California
$221K
BIG
408
Boothe Investment Group
Delaware
$215K
JSW
409
Journey Strategic Wealth
New Jersey
$214K
RIS
410
Retirement Income Solutions
Michigan
$212K
BFO
411
Boston Family Office
Massachusetts
$211K
MCWS
412
McKinley Carter Wealth Services
West Virginia
$208K
HTIM
413
Harbour Trust & Investment Management
Indiana
$207K
HAP
414
Harbor Asset Planning
Massachusetts
$206K
BSSFA
415
Baron Silver Stevens Financial Advisors
Florida
$205K
MF
416
Montis Financial
Massachusetts
$205K
MWM
417
Maimon Wealth Management
Israel
$204K
AG
418
AlTi Global
New York
$204K
SS
419
SBI Securities
Japan
$200K
LFASL
420
Lugano Financial Advisors SA (LFA)
Switzerland
$177K
SWM
421
Spire Wealth Management
Virginia
$172K
LAMC
422
Longview Asset Management (California)
California
$172K
VAI
423
Vanguard Advisers Inc
Pennsylvania
$171K
GSWM
424
Golden State Wealth Management
California
$145K
HCM
425
Hollencrest Capital Management
California
$139K