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iShares ESG Optimized MSCI USA ETF

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
226
Cribstone Capital Management
Maine
$70K -$24.8K -370 -26%
APC
227
Aspire Private Capital
North Carolina
$69K
HR
228
Howe & Rusling
New York
$66K +$22.9K +340 +53%
AF
229
Advisornet Financial
Minnesota
$64K +$2.14K +32 +3%
IA
230
IFP Advisors
Florida
$64K +$7.49K +114 +13%
HIA
231
Harbor Investment Advisory
Maryland
$60K -$4.67K -70 -7%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$57K
CAC
233
Certified Advisory Corp
Florida
$56K +$135 +2 +0.2%
AIA
234
Arcadia Investment Advisors
Idaho
$52.2K
SF
235
Synovus Financial
Georgia
$50K -$11.7K -174 -19%
FWM
236
Filbrandt Wealth Management
Wisconsin
$47K +$47K +700 New
ATC
237
Adirondack Trust Company
New York
$43K
WEC
238
Winslow Evans & Crocker
Massachusetts
$40K
ACA
239
Aptus Capital Advisors
Alabama
$39K +$4.58K +70 +13%
CFD
240
Creative Financial Designs
Indiana
$39K +$39K +582 New
APA
241
American Portfolios Advisors
New York
$36K
Franklin Resources
242
Franklin Resources
California
$35K +$35K +500 New
FWM
243
Focused Wealth Management
New York
$31K +$135 +2 +0.4%
PIMG
244
Patriot Investment Management Group
Tennessee
$28.8K +$28.8K +430 New
CAAS
245
Capital Asset Advisory Services
Michigan
$25K
Fidelity Investments
246
Fidelity Investments
Massachusetts
$24K -$3.8K -56 -14%
GEA
247
Glen Eagle Advisors
New Jersey
$23.4K +$6.69K +100 +40%
MWA
248
MFA Wealth Advisors
Pennsylvania
$21.1K +$21.1K +316 New
FHA
249
First Horizon Advisors
Tennessee
$21K
CQS
250
Credential Qtrade Securities
$19.4K +$19.4K +290 New