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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
FPFC
151
Financial Planning Fort Collins
Colorado
$1.16M
Lido Advisors
152
Lido Advisors
California
$1.15M
TFM
153
TFC Financial Management
Massachusetts
$1.15M
RCWM
154
Red Crane Wealth Management
California
$1.13M
RRA
155
Round Rock Advisors
Connecticut
$1.1M
DC
156
Destiny Capital
Colorado
$1.1M
PSC
157
Prentiss Smith & Co
Vermont
$1.09M
APG
158
Abacus Planning Group
South Carolina
$1.09M
HTC
159
Haverford Trust Company
Pennsylvania
$1.08M
GSWM
160
Greenup Street Wealth Management
Michigan
$1.07M
WANY
161
Wealthspire Advisors (New York)
New York
$1.06M
AC
162
Apella Capital
Connecticut
$1.06M
LEA
163
Legacy Edge Advisors
New York
$1.06M
MA
164
Mutual Advisors
Nebraska
$1.06M
MT
165
Midwest Trust
Kansas
$1.05M
EWP
166
Evergreen Wealth Partners
Montana
$1.04M
CT
167
Coastline Trust
Rhode Island
$1.04M
MCCA
168
Mill Creek Capital Advisors
Pennsylvania
$1.04M
MP
169
Moment Partners
California
$1.03M
FF
170
Finley Financial
Nevada
$1.01M
TIA
171
Traphagen Investment Advisors
New Jersey
$997K
HNB
172
Huntington National Bank
Ohio
$993K
SPL
173
Smart Portfolios LLC
Washington
$989K
FCH
174
Freestone Capital Holdings
Washington
$985K
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$972K