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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
MGIA
176
Moneta Group Investment Advisors
Missouri
$965K
CC
177
Citrine Capital
California
$960K
CFMC
178
Curbstone Financial Management Corp
New Hampshire
$944K
CAM
179
Carret Asset Management
New York
$934K
MFA
180
McClarren Financial Advisors
Pennsylvania
$915K
WA
181
Waverly Advisors
Alabama
$908K
FSA
182
Financial Services Advisory
Maryland
$904K
EH
183
Equitable Holdings
New York
$880K
WIM
184
Westside Investment Management
California
$865K
AIP
185
Ameritas Investment Partners
Nebraska
$863K
FFA
186
Farther Finance Advisors
California
$859K
MIA
187
MMBG Investment Advisors
Florida
$841K
NA
188
Nautilus Advisors
California
$819K
JFA
189
JNBA Financial Advisors
Minnesota
$808K
SCA
190
Snowden Capital Advisors
New York
$795K
EPW
191
Endeavor Private Wealth
Kansas
$793K
CICC
192
Capital Investment Counsel (Colorado)
Colorado
$793K
RCAG
193
Rehmann Capital Advisory Group
Michigan
$785K
HBT
194
Hills Bank & Trust
Iowa
$785K
Goldman Sachs
195
Goldman Sachs
New York
$782K
CCM
196
Coldstream Capital Management
Washington
$781K
WDL
197
Well Done LLC
Michigan
$780K
RFA
198
Rollins Financial Advisors
New York
$776K
HCM
199
Hengehold Capital Management
Ohio
$767K
BONH
200
Bank of New Hampshire
New Hampshire
$765K