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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
SWM
501
SHP Wealth Management
Massachusetts
$9.84K
GWM
502
Grand Wealth Management
Michigan
$9.78K
NS
503
NBC Securities
Alabama
$8.06K
AF
504
Advisornet Financial
Minnesota
$6.02K
AWM
505
Angeles Wealth Management
California
$5.28K
EWA
506
EverSource Wealth Advisors
Alabama
$5.28K
CAM
507
Clarity Asset Management
Iowa
$5.06K
LWM
508
Lodestone Wealth Management
Washington
$4.35K
PS
509
PayPay Securities
Japan
$4.11K
MFT
510
Moisand Fitzgerald Tamayo
Florida
$3.3K
CSC
511
Caldwell Sutter Capital
California
$1.98K
AWM
512
Abound Wealth Management
Tennessee
$1.72K
Russell Investments Group
513
Russell Investments Group
United Kingdom
$1.45K
BFO
514
Biltmore Family Office
North Carolina
$1.32K
RIA
515
Realta Investment Advisors
Delaware
$528
PWAM
516
Private Wealth Asset Management
Iowa
$264
SWP
517
Strategic Wealth Partners
Ohio
$122
Allspring Global Investments
518
Allspring Global Investments
North Carolina
$42
Brown Advisory
519
Brown Advisory
Maryland
GIP
520
Granite Investment Partners
California
ECA
521
Elevation Capital Advisory
Oregon
TIAA Trust, National Association
522
TIAA Trust, National Association
North Carolina
VAS
523
Vestmark Advisory Solutions
Massachusetts
JWCA
524
J.W. Cole Advisors
Florida
DCP
525
DSM Capital Partners
Florida