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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
BAAM
126
Baker Avenue Asset Management
California
$1.62M
RCA
127
Resonant Capital Advisors
Wisconsin
$1.59M
ACA
128
Aptus Capital Advisors
Alabama
$1.56M
APP
129
Avantax Planning Partners
Iowa
$1.54M
WAG
130
Winthrop Advisory Group
Massachusetts
$1.53M
BFA
131
Bluestem Financial Advisors
Illinois
$1.43M
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$1.43M
AA
133
Addison Advisors
Vermont
$1.43M
BDFN
134
Bond & Devick Financial Network
Minnesota
$1.39M
BIA
135
Bigelow Investment Advisors
Maine
$1.35M
GKWIM
136
Gerber Kawasaki Wealth & Investment Management
California
$1.33M
WT
137
WHI Trust
Illinois
$1.32M
CL
138
Choreo LLC
Illinois
$1.32M
SWA
139
SOA Wealth Advisors
New York
$1.31M
EPW
140
Evolve Private Wealth
California
$1.31M
NL
141
NEPC LLC
Massachusetts
$1.31M
Members Trust
142
Members Trust
Florida
$1.27M
PPA
143
Pilgrim Partners Asia
Singapore
$1.27M
PGA
144
Portland Global Advisors
Maine
$1.26M
MSA
145
Marino Stram & Associates
Massachusetts
$1.25M
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M
BM
147
Berman McAleer
Maryland
$1.23M
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$1.19M
SWM
149
SK Wealth Management
Rhode Island
$1.16M
WB
150
WesBanco Bank
West Virginia
$1.16M