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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
WETS
476
Wealth Enhancement Trust Services
South Dakota
$36.3K
AIA
477
Armor Investment Advisors
North Carolina
$34.1K
WTA
478
Washington Trust Advisors
Massachusetts
$33K
GCP
479
Gill Capital Partners
Colorado
$32.5K
CI
480
CX Institutional
Indiana
$31K
FWP
481
FAS Wealth Partners
Kansas
$29K
CF
482
Collier Financial
Colorado
$26K
PAIM
483
Punch & Associates Investment Management
Minnesota
$25.1K
FLP
484
Financial Life Planners
Arizona
$24.5K
LFG
485
Larson Financial Group
Missouri
$24.1K
TCM
486
Triumph Capital Management
Colorado
$21.9K
HWA
487
Heritage Wealth Advisors
Virginia
$21.8K
EWP
488
Elevation Wealth Partners
California
$19.8K
CCM
489
Chilton Capital Management
Texas
$19.2K
FP
490
Financial Perspectives
Minnesota
$19.1K
IF
491
Integrity Financial
Wyoming
$18.8K
HFS
492
Hughes Financial Services
Virginia
$17K
FFA
493
Founders Financial Alliance
North Carolina
$15.9K
ACA
494
American Capital Advisory
Idaho
$14.8K
IAIM
495
International Assets Investment Management
Florida
$14.8K
TLA
496
Tanglewood Legacy Advisors
Texas
$13.7K
BG
497
Bollard Group
Massachusetts
$13K
RF
498
Rossby Financial
Florida
$11.2K
FNWA
499
Financial Network Wealth Advisors
Utah
$10.7K
SS
500
Sunbelt Securities
Texas
$10.2K