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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
SAM
451
Smartleaf Asset Management
Massachusetts
$73.8K
ATC
452
Adirondack Trust Company
New York
$72.5K
CYG
453
Clean Yield Group
Vermont
$71.2K
GWANC
454
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.5K
RPC
455
Rossmore Private Capital
Connecticut
$67.2K
WCM
456
Westend Capital Management
California
$66.4K
PA
457
Parallel Advisors
California
$66K
AWM
458
AE Wealth Management
Kansas
$65K
CA
459
CoreCap Advisors
Michigan
$63.1K
BIA
460
Bell Investment Advisors
California
$62.2K
PTC
461
Private Trust Company
Ohio
$60.4K
DF
462
Dunhill Financial
United Kingdom
$57.8K
DJSG
463
D.J. St. Germain
Massachusetts
$56.9K
EPIME
464
Evelyn Partners Investment Management (Europe)
$56.5K
FRA
465
Front Row Advisors
California
$55.9K
DFA
466
DHJJ Financial Advisors
Illinois
$51.5K
BTI
467
Blue Trust Inc
Georgia
$51.1K
BW
468
Basepoint Wealth
Iowa
$50K
Qube Research & Technologies (QRT)
469
Qube Research & Technologies (QRT)
United Kingdom
$47K
VWM
470
Valley Wealth Managers
New Jersey
$46.2K
HFS
471
Hantz Financial Services
Michigan
$46K
EPAM
472
Evelyn Partners Asset Management
$44.3K
CMP
473
Coston McIsaac & Partners
Maine
$44K
RFP
474
Root Financial Partners
California
$43.7K
AF
475
Align Financial
Minnesota
$41.5K