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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
FCH
176
Freestone Capital Holdings
Washington
$985K
FLPIM
177
F.L. Putnam Investment Management
Massachusetts
$972K
MGIA
178
Moneta Group Investment Advisors
Missouri
$965K
CC
179
Citrine Capital
California
$960K
CFMC
180
Curbstone Financial Management Corp
New Hampshire
$944K
CAM
181
Carret Asset Management
New York
$934K
MFA
182
McClarren Financial Advisors
Pennsylvania
$915K
WA
183
Waverly Advisors
Alabama
$908K
FSA
184
Financial Services Advisory
Maryland
$904K
EH
185
Equitable Holdings
New York
$880K
WIM
186
Westside Investment Management
California
$865K
AIP
187
Ameritas Investment Partners
Nebraska
$863K
FFA
188
Farther Finance Advisors
California
$859K
MIA
189
MMBG Investment Advisors
Florida
$841K
NA
190
Nautilus Advisors
California
$819K
JFA
191
JNBA Financial Advisors
Minnesota
$808K
SCA
192
Snowden Capital Advisors
New York
$795K
CICC
193
Capital Investment Counsel (Colorado)
Colorado
$793K
EPW
194
Endeavor Private Wealth
Kansas
$793K
RCAG
195
Rehmann Capital Advisory Group
Michigan
$785K
HBT
196
Hills Bank & Trust
Iowa
$785K
Goldman Sachs
197
Goldman Sachs
New York
$782K
CCM
198
Coldstream Capital Management
Washington
$781K
WDL
199
Well Done LLC
Michigan
$780K
RFA
200
Rollins Financial Advisors
New York
$776K