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