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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
RP
526
Riverbridge Partners
Minnesota
MYIA
527
Mount Yale Investment Advisors
Colorado
TCM
528
TruNorth Capital Management
Michigan
CPA
529
Capital Performance Advisors
California
WLIM
530
White Lighthouse Investment Management
Massachusetts
Neuberger Berman Group
531
Neuberger Berman Group
New York
AWM
532
Affinity Wealth Management
Delaware
CCFM
533
Clear Creek Financial Management
Washington
SWM
534
SigFig Wealth Management
California
PI
535
Pachira Investments
California
ZF
536
Zhang Financial
Michigan
MCC
537
Money Concepts Capital
Florida
BST
538
Bath Savings Trust
Maine
SCA
539
Sulzberger Capital Advisors
Florida
PFA
540
Portland Financial Advisors
New York
PIA
541
Panoramic Investment Advisors
Colorado
GI
542
GLOBALT Investments
Georgia
PCM
543
Pennsylvania Capital Management
Pennsylvania
VPW
544
Vericrest Private Wealth
Pennsylvania
Bank of New York Mellon
545
Bank of New York Mellon
New York
LAS
546
Lloyd Advisory Services
Georgia
NL
547
Navalign LLC
California
GAFA
548
Garton & Associates Financial Advisors
Kentucky
KFG
549
Kingdom Financial Group
Arizona
WPA
550
Wealth Preservation Advisors
Tennessee