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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
FF
26
Farrow Financial
Vermont
$12.9M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$12.8M
WIA
28
World Investment Advisors
California
$12.5M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$12.3M
QC
30
Quent Capital
New York
$12.1M
HighTower Advisors
31
HighTower Advisors
Illinois
$11.4M
US Bancorp
32
US Bancorp
Minnesota
$10.9M
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$10.2M
COCM
34
Charter Oak Capital Management
New Hampshire
$10.1M
Creative Planning
35
Creative Planning
Kansas
$9.86M
FEG
36
Fund Evaluation Group
Ohio
$9.24M
EI
37
eCIO Inc
Wisconsin
$8.72M
Northern Trust
38
Northern Trust
Illinois
$8.38M
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$8.34M
RFC
40
Regions Financial Corp
Alabama
$7.57M
NA
41
NewEdge Advisors
Louisiana
$7.34M
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$7.17M
KeyBank National Association
43
KeyBank National Association
Ohio
$7.05M
AI
44
Accredited Investors
Minnesota
$7M
ASN
45
Advisory Services Network
Georgia
$6.67M
CG
46
Corundum Group
Colorado
$6.62M
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$6.41M
Osaic Holdings
48
Osaic Holdings
Arizona
$6.1M
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.05M
DWM
50
Destination Wealth Management
California
$5.95M