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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
KAS
76
Kestra Advisory Services
Texas
$3.62M
NP
77
NorthRock Partners
Minnesota
$3.6M
CPC
78
Consolidated Planning Corp
Georgia
$3.23M
OIA
79
OneDigital Investment Advisors
Kansas
$3.21M
B
80
Bailard
California
$3.16M
RZH
81
Relyea Zuckerberg Hanson
Connecticut
$3.15M
LNB
82
Ledyard National Bank
$3.13M
VWA
83
VERITY Wealth Advisors
United States
$3.11M
FIT
84
Financially in Tune
Massachusetts
$3.06M
SB
85
Simmons Bank
Arkansas
$2.95M
SPIA
86
Steward Partners Investment Advisory
New York
$2.94M
P
87
&Partners
Tennessee
$2.83M
SWA
88
Sax Wealth Advisors
New Jersey
$2.81M
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$2.8M
CA
90
CGN Advisors
Kansas
$2.79M
SFP
91
Shepherd Financial Partners
Massachusetts
$2.68M
MMA
92
Miracle Mile Advisors
California
$2.67M
HWM
93
HB Wealth Management
Georgia
$2.67M
CAG
94
Crestwood Advisors Group
Massachusetts
$2.63M
WTC
95
WhitTier Trust Company
Nevada
$2.63M
CAM
96
Cresset Asset Management
Illinois
$2.63M
AF
97
Allworth Financial
California
$2.61M
PAG
98
Private Advisor Group
New Jersey
$2.53M
FWM
99
Fingerlakes Wealth Management
New York
$2.48M
ADL
100
Asset Dedication LLC
California
$2.44M