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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
BC
201
Brio Consultants
California
$751K
MFC
202
Morris Financial Concepts
South Carolina
$750K
WP
203
WealthShield Partners
North Carolina
$738K
RRA
204
Red Reef Advisors
Florida
$718K
SWM
205
Silverlake Wealth Management
Vermont
$716K
MBTD
206
Mechanics Bank - Trust Department
California
$713K
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$704K
WCFA
208
Walkner Condon Financial Advisors
Wisconsin
$700K
APFP
209
Action Point Financial Planning
Michigan
$698K
HI
210
Harbour Investments
Wisconsin
$695K
PCM
211
Parsons Capital Management
Rhode Island
$692K
ML
212
McAdam LLC
Pennsylvania
$690K
MWM
213
Modera Wealth Management
New Jersey
$687K
NI
214
Natural Investments
California
$685K
EWA
215
EP Wealth Advisors
California
$678K
SAI
216
Savvy Advisors Inc
New York
$674K
KDA
217
Kraft Davis & Associates
Missouri
$670K
FT
218
Fiduciary Trust
Massachusetts
$668K
MFG
219
Merit Financial Group
Georgia
$667K
RWM
220
Riverbend Wealth Management
South Carolina
$661K
AM
221
AGF Management
Ontario, Canada
$661K
MG
222
Mather Group
Illinois
$659K
SCM
223
SCS Capital Management
Massachusetts
$658K
RIM
224
Ryan Investment Management
Colorado
$655K
MCM
225
MAI Capital Management
Ohio
$653K