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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
William Blair & Company
101
William Blair & Company
Illinois
$2.32M
CPIG
102
Chicago Partners Investment Group
Illinois
$2.18M
OWA
103
One Wealth Advisors
California
$2.17M
Fidelity Investments
104
Fidelity Investments
Massachusetts
$2.13M
GA
105
GoalVest Advisory
New York
$2.13M
WFAG
106
Wescott Financial Advisory Group
Pennsylvania
$2.1M
CWM
107
Cornerstone Wealth Management
Missouri
$1.97M
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1.94M
IWC
109
Integrated Wealth Concepts
Massachusetts
$1.9M
VPIM
110
Vanguard Personalized Indexing Management
California
$1.9M
TCIIS
111
TIAA-CREF Individual & Institutional Services
New York
$1.9M
ECM
112
Evergreen Capital Management
Washington
$1.84M
3AM
113
3EDGE Asset Management
Florida
$1.84M
MHS
114
M Holdings Securities
Oregon
$1.82M
TC
115
Trust Company
Kansas
$1.81M
GAM
116
Gould Asset Management
California
$1.77M
EWM
117
Evercore Wealth Management
New York
$1.76M
CCM
118
Colorado Capital Management
Colorado
$1.74M
MIA
119
Milestone Investment Advisors
Wisconsin
$1.74M
NCTC
120
New Covenant Trust Company
Indiana
$1.73M
EI
121
Ellevest Inc
New York
$1.72M
Corient Private Wealth
122
Corient Private Wealth
Florida
$1.67M
SFA
123
Sequoia Financial Advisors
Ohio
$1.67M
FPF
124
First Pacific Financial
Washington
$1.65M
CA
125
Clearstead Advisors
Ohio
$1.64M