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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
WCM
451
Westend Capital Management
California
$66.4K
PA
452
Parallel Advisors
California
$66K
AWM
453
AE Wealth Management
Kansas
$65K
CA
454
CoreCap Advisors
Michigan
$63.1K
BIA
455
Bell Investment Advisors
California
$62.2K
PTC
456
Private Trust Company
Ohio
$60.4K
DF
457
Dunhill Financial
United Kingdom
$57.8K
DJSG
458
D.J. St. Germain
Massachusetts
$56.9K
EPIME
459
Evelyn Partners Investment Management (Europe)
$56.5K
FRA
460
Front Row Advisors
California
$55.9K
DFA
461
DHJJ Financial Advisors
Illinois
$51.5K
BTI
462
Blue Trust Inc
Georgia
$51.1K
BW
463
Basepoint Wealth
Iowa
$50K
Qube Research & Technologies (QRT)
464
Qube Research & Technologies (QRT)
United Kingdom
$47K
VWM
465
Valley Wealth Managers
New Jersey
$46.2K
HFS
466
Hantz Financial Services
Michigan
$46K
EPAM
467
Evelyn Partners Asset Management
$44.3K
CMP
468
Coston McIsaac & Partners
Maine
$44K
RFP
469
Root Financial Partners
California
$43.7K
AF
470
Align Financial
Minnesota
$41.5K
WETS
471
Wealth Enhancement Trust Services
South Dakota
$36.3K
AIA
472
Armor Investment Advisors
North Carolina
$34.1K
WTA
473
Washington Trust Advisors
Massachusetts
$33K
GCP
474
Gill Capital Partners
Colorado
$32.5K
CI
475
CX Institutional
Indiana
$31K