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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
CB
101
Commerce Bank
Missouri
$2.42M
AWM
102
Aprio Wealth Management
Georgia
$2.4M
William Blair & Company
103
William Blair & Company
Illinois
$2.32M
CPIG
104
Chicago Partners Investment Group
Illinois
$2.18M
OWA
105
One Wealth Advisors
California
$2.17M
Fidelity Investments
106
Fidelity Investments
Massachusetts
$2.13M
GA
107
GoalVest Advisory
New York
$2.13M
WFAG
108
Wescott Financial Advisory Group
Pennsylvania
$2.1M
CWM
109
Cornerstone Wealth Management
Missouri
$1.97M
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$1.94M
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.9M
VPIM
112
Vanguard Personalized Indexing Management
California
$1.9M
TCIIS
113
TIAA-CREF Individual & Institutional Services
New York
$1.9M
ECM
114
Evergreen Capital Management
Washington
$1.84M
3AM
115
3EDGE Asset Management
Florida
$1.84M
MHS
116
M Holdings Securities
Oregon
$1.82M
TC
117
Trust Company
Kansas
$1.81M
GAM
118
Gould Asset Management
California
$1.77M
EWM
119
Evercore Wealth Management
New York
$1.76M
CCM
120
Colorado Capital Management
Colorado
$1.74M
MIA
121
Milestone Investment Advisors
Wisconsin
$1.74M
NCTC
122
New Covenant Trust Company
Indiana
$1.73M
EI
123
Ellevest Inc
New York
$1.72M
Corient Private Wealth
124
Corient Private Wealth
Florida
$1.67M
SFA
125
Sequoia Financial Advisors
Ohio
$1.67M