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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
CAM
501
Clarity Asset Management
Iowa
$5.06K
LWM
502
Lodestone Wealth Management
Washington
$4.35K
PS
503
PayPay Securities
Japan
$4.11K
MFT
504
Moisand Fitzgerald Tamayo
Florida
$3.3K
CSC
505
Caldwell Sutter Capital
California
$1.98K
AWM
506
Abound Wealth Management
Tennessee
$1.72K
Russell Investments Group
507
Russell Investments Group
United Kingdom
$1.45K
BFO
508
Biltmore Family Office
North Carolina
$1.32K
RIA
509
Realta Investment Advisors
Delaware
$528
PWAM
510
Private Wealth Asset Management
Iowa
$264
SWP
511
Strategic Wealth Partners
Ohio
$122
Allspring Global Investments
512
Allspring Global Investments
North Carolina
$42
NA
513
NewEdge Advisors
Louisiana
Brown Advisory
514
Brown Advisory
Maryland
GIP
515
Granite Investment Partners
California
ECA
516
Elevation Capital Advisory
Oregon
TIAA Trust, National Association
517
TIAA Trust, National Association
North Carolina
VAS
518
Vestmark Advisory Solutions
Massachusetts
JWCA
519
J.W. Cole Advisors
Florida
DCP
520
DSM Capital Partners
Florida
RP
521
Riverbridge Partners
Minnesota
MYIA
522
Mount Yale Investment Advisors
Colorado
TCM
523
TruNorth Capital Management
Michigan
CPA
524
Capital Performance Advisors
California
WLIM
525
White Lighthouse Investment Management
Massachusetts