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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
NP
76
NorthRock Partners
Minnesota
$3.6M
CPC
77
Consolidated Planning Corp
Georgia
$3.23M
OIA
78
OneDigital Investment Advisors
Kansas
$3.21M
B
79
Bailard
California
$3.16M
RZH
80
Relyea Zuckerberg Hanson
Connecticut
$3.15M
LNB
81
Ledyard National Bank
$3.13M
VWA
82
VERITY Wealth Advisors
United States
$3.11M
FIT
83
Financially in Tune
Massachusetts
$3.06M
SB
84
Simmons Bank
Arkansas
$2.95M
SPIA
85
Steward Partners Investment Advisory
New York
$2.94M
P
86
&Partners
Tennessee
$2.83M
SWA
87
Sax Wealth Advisors
New Jersey
$2.81M
Focus Partners Wealth
88
Focus Partners Wealth
Massachusetts
$2.8M
CA
89
CGN Advisors
Kansas
$2.79M
SFP
90
Shepherd Financial Partners
Massachusetts
$2.68M
MMA
91
Miracle Mile Advisors
California
$2.67M
HWM
92
HB Wealth Management
Georgia
$2.67M
CAG
93
Crestwood Advisors Group
Massachusetts
$2.63M
WTC
94
WhitTier Trust Company
Nevada
$2.63M
CAM
95
Cresset Asset Management
Illinois
$2.63M
AF
96
Allworth Financial
California
$2.61M
PAG
97
Private Advisor Group
New Jersey
$2.53M
FWM
98
Fingerlakes Wealth Management
New York
$2.48M
CB
99
Commerce Bank
Missouri
$2.42M
AWM
100
Aprio Wealth Management
Georgia
$2.4M