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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$5.86M
GT
52
Glenview Trust
Kentucky
$5.61M
AL
53
Aspiriant LLC
California
$5.55M
BMC
54
Bear Mountain Capital
Washington
$5.53M
HWA
55
Hilltop Wealth Advisors
North Carolina
$5.51M
DADC
56
D.A. Davidson & Co
Montana
$5.28M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$5.16M
REMPR
58
Roof Eidam Maycock Peralta (REMP)
California
$5.04M
Jones Financial Companies
59
Jones Financial Companies
Missouri
$4.89M
BCM
60
Brookstone Capital Management
Illinois
$4.83M
MML Investors Services
61
MML Investors Services
Massachusetts
$4.81M
Cerity Partners
62
Cerity Partners
New York
$4.63M
FNWM
63
Financial Network Wealth Management
Utah
$4.58M
GC
64
Garde Capital
Washington
$4.58M
MOS
65
MGO One Seven
Ohio
$4.54M
BWM
66
BigSur Wealth Management
Florida
$4.23M
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$4.19M
TF
68
Tompkins Financial
New York
$4.18M
BPA
69
Beacon Pointe Advisors
California
$4.01M
Stifel Financial
70
Stifel Financial
Missouri
$3.94M
MWM
71
Modern Wealth Management
Kansas
$3.9M
LNWTC
72
Laird Norton Wetherby Trust Company
Washington
$3.87M
GC
73
Grimes & Company
Massachusetts
$3.86M
PFA
74
Pure Financial Advisors
California
$3.73M
RSWM
75
Robertson Stephens Wealth Management
California
$3.72M