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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
HCM
201
Hengehold Capital Management
Ohio
$767K
BONH
202
Bank of New Hampshire
New Hampshire
$765K
BC
203
Brio Consultants
California
$751K
MFC
204
Morris Financial Concepts
South Carolina
$750K
WP
205
WealthShield Partners
North Carolina
$738K
RRA
206
Red Reef Advisors
Florida
$718K
SWM
207
Silverlake Wealth Management
Vermont
$716K
MBTD
208
Mechanics Bank - Trust Department
California
$713K
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$704K
WCFA
210
Walkner Condon Financial Advisors
Wisconsin
$700K
APFP
211
Action Point Financial Planning
Michigan
$698K
HI
212
Harbour Investments
Wisconsin
$695K
GT
213
Glenmede Trust
Pennsylvania
$692K
PCM
214
Parsons Capital Management
Rhode Island
$692K
ML
215
McAdam LLC
Pennsylvania
$690K
MWM
216
Modera Wealth Management
New Jersey
$687K
NI
217
Natural Investments
California
$685K
EWA
218
EP Wealth Advisors
California
$678K
SAI
219
Savvy Advisors Inc
New York
$674K
KDA
220
Kraft Davis & Associates
Missouri
$670K
FT
221
Fiduciary Trust
Massachusetts
$668K
MFG
222
Merit Financial Group
Georgia
$667K
AM
223
AGF Management
Ontario, Canada
$661K
RWM
224
Riverbend Wealth Management
South Carolina
$661K
MG
225
Mather Group
Illinois
$659K