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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
226
Sequoia Financial Advisors
Ohio
$285K +$904 +11 +0.3%
BC
227
Bartlett & Co
Ohio
$280K
WT
228
Whittier Trust
California
$280K
BCWM
229
Bartlett & Co Wealth Management
Ohio
$280K
BC
230
Brio Consultants
California
$276K -$25.1K -304 -8%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$275K -$12K -145 -4%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$275K +$275K +3,338 New
AWM
233
Affinity Wealth Management
Delaware
$274K
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$274K +$82 +1 +0%
SAM
235
Secure Asset Management
Michigan
$274K +$2.97K +36 +1%
TIA
236
Traphagen Investment Advisors
New Jersey
$271K +$823 +10 +0.3%
PFM
237
Peak Financial Management
Massachusetts
$268K +$268K +3,256 New
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$267K +$6.92K +84 +3%
SA
239
SL Advisors
New Jersey
$265K +$265K +3,224 New
FM
240
Family Management
New York
$259K
CCM
241
Cribstone Capital Management
Maine
$252K +$168K +2,034 +198%
GKWIM
242
Gerber Kawasaki Wealth & Investment Management
California
$251K +$251K +3,048 New
DWT
243
Dorsey & Whitney Trust
South Dakota
$244K
FCB
244
First Command Bank
Texas
$240K +$32.9K +400 +16%
FCFS
245
First Command Financial Services
Texas
$240K +$32.9K +400 +16%
H
246
HoyleCohen
California
$239K
FFN
247
Focus Financial Network
Minnesota
$235K -$7.82K -95 -3%
FPF
248
First Pacific Financial
Washington
$234K -$3.54K -43 -1%
RG
249
Rikoon Group
New Mexico
$231K -$28.9K -350 -11%
CF
250
Corrigan Financial
Rhode Island
$229K -$82 -1 -0%