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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
GT
51
Glenview Trust
Kentucky
$5.61M
AL
52
Aspiriant LLC
California
$5.55M
BMC
53
Bear Mountain Capital
Washington
$5.53M
HWA
54
Hilltop Wealth Advisors
North Carolina
$5.51M
DADC
55
D.A. Davidson & Co
Montana
$5.28M
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$5.16M
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$5.04M
Jones Financial Companies
58
Jones Financial Companies
Missouri
$4.89M
BCM
59
Brookstone Capital Management
Illinois
$4.83M
MML Investors Services
60
MML Investors Services
Massachusetts
$4.81M
Cerity Partners
61
Cerity Partners
New York
$4.63M
FNWM
62
Financial Network Wealth Management
Utah
$4.58M
GC
63
Garde Capital
Washington
$4.58M
MOS
64
MGO One Seven
Ohio
$4.54M
BWM
65
BigSur Wealth Management
Florida
$4.23M
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$4.19M
TF
67
Tompkins Financial
New York
$4.18M
BPA
68
Beacon Pointe Advisors
California
$4.01M
Stifel Financial
69
Stifel Financial
Missouri
$3.94M
MWM
70
Modern Wealth Management
Kansas
$3.9M
LNWTC
71
Laird Norton Wetherby Trust Company
Washington
$3.87M
GC
72
Grimes & Company
Massachusetts
$3.86M
PFA
73
Pure Financial Advisors
California
$3.73M
RSWM
74
Robertson Stephens Wealth Management
California
$3.72M
KAS
75
Kestra Advisory Services
Texas
$3.62M