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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
CF
476
Collier Financial
Colorado
$26K
PAIM
477
Punch & Associates Investment Management
Minnesota
$25.1K
FLP
478
Financial Life Planners
Arizona
$24.5K
LFG
479
Larson Financial Group
Missouri
$24.1K
TCM
480
Triumph Capital Management
Colorado
$21.9K
HWA
481
Heritage Wealth Advisors
Virginia
$21.8K
EWP
482
Elevation Wealth Partners
California
$19.8K
CCM
483
Chilton Capital Management
Texas
$19.2K
FP
484
Financial Perspectives
Minnesota
$19.1K
IF
485
Integrity Financial
Wyoming
$18.8K
HFS
486
Hughes Financial Services
Virginia
$17K
FFA
487
Founders Financial Alliance
North Carolina
$15.9K
ACA
488
American Capital Advisory
Idaho
$14.8K
IAIM
489
International Assets Investment Management
Florida
$14.8K
TLA
490
Tanglewood Legacy Advisors
Texas
$13.7K
BG
491
Bollard Group
Massachusetts
$13K
RF
492
Rossby Financial
Florida
$11.2K
FNWA
493
Financial Network Wealth Advisors
Utah
$10.7K
SS
494
Sunbelt Securities
Texas
$10.2K
SWM
495
SHP Wealth Management
Massachusetts
$9.84K
GWM
496
Grand Wealth Management
Michigan
$9.78K
NS
497
NBC Securities
Alabama
$8.06K
AF
498
Advisornet Financial
Minnesota
$6.02K
AWM
499
Angeles Wealth Management
California
$5.28K
EWA
500
EverSource Wealth Advisors
Alabama
$5.28K