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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
FPF
126
First Pacific Financial
Washington
$1.65M
CA
127
Clearstead Advisors
Ohio
$1.64M
BAAM
128
Baker Avenue Asset Management
California
$1.62M
RCA
129
Resonant Capital Advisors
Wisconsin
$1.59M
ACA
130
Aptus Capital Advisors
Alabama
$1.56M
APP
131
Avantax Planning Partners
Iowa
$1.54M
WAG
132
Winthrop Advisory Group
Massachusetts
$1.53M
BFA
133
Bluestem Financial Advisors
Illinois
$1.43M
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.43M
AA
135
Addison Advisors
Vermont
$1.43M
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.39M
BIA
137
Bigelow Investment Advisors
Maine
$1.35M
GKWIM
138
Gerber Kawasaki Wealth & Investment Management
California
$1.33M
WT
139
WHI Trust
Illinois
$1.32M
CL
140
Choreo LLC
Illinois
$1.32M
SWA
141
SOA Wealth Advisors
New York
$1.31M
EPW
142
Evolve Private Wealth
California
$1.31M
NL
143
NEPC LLC
Massachusetts
$1.31M
Members Trust
144
Members Trust
Florida
$1.27M
PPA
145
Pilgrim Partners Asia
Singapore
$1.27M
PGA
146
Portland Global Advisors
Maine
$1.26M
MSA
147
Marino Stram & Associates
Massachusetts
$1.25M
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M
BM
149
Berman McAleer
Maryland
$1.23M
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$1.19M