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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
National Bank of Canada
426
National Bank of Canada
Quebec, Canada
$135K
WT
427
Whittier Trust
California
$134K
TRCT
428
Tower Research Capital (TRC)
New York
$133K
FDCP
429
Foster Dykema Cabot & Partners
Massachusetts
$132K
AIA
430
Arcadia Investment Advisors
Idaho
$129K
IRC
431
Investors Research Corp
Georgia
$121K
GI
432
GAMMA Investing
California
$117K
GEA
433
Glen Eagle Advisors
New Jersey
$114K
HR
434
Howe & Rusling
New York
$112K
OWA
435
Opal Wealth Advisors
New York
$111K
AUB
436
Atlantic Union Bankshares
Virginia
$110K
CT
437
Caldwell Trust
Florida
$106K
CIAS
438
Capital Investment Advisory Services
North Carolina
$103K
FCG
439
Financial Connections Group
California
$102K
FWA
440
Flagship Wealth Advisors
Massachusetts
$99K
CA
441
Crewe Advisors
Utah
$98.3K
MEG
442
Millstone Evans Group
Colorado
$96.6K
PWMG
443
Prestige Wealth Management Group
New Jersey
$92.2K
JFG
444
JDM Financial Group
Texas
$91.9K
CTA
445
Colonial Trust Advisors
South Carolina
$85.9K
CWM
446
Cranbrook Wealth Management
Michigan
$85.5K
AssetMark Inc
447
AssetMark Inc
California
$83.9K
EPIMS
448
Evelyn Partners Investment Management Services
$83.5K
NB
449
NBT Bank
New York
$79.3K
VNA
450
Valley National Advisers
Pennsylvania
$74K