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iShares ESG Optimized MSCI USA ETF

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
Net Calls
+$15M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
251
Crestwood Advisors Group
Massachusetts
$333K
GWM
252
Geneos Wealth Management
Colorado
$328K +$9.67K +100 +3%
AIM
253
Acropolis Investment Management
Missouri
$324K -$17.2K -180 -5%
QCM
254
Quest Capital Management
Texas
$324K +$54.2K +564 +20%
BC
255
Brio Consultants
California
$322K +$960 +10 +0.3%
FAFN
256
First Affirmative Financial Network
Colorado
$316K +$316K +3,295 New
PFM
257
Peak Financial Management
Massachusetts
$312K +$24.9K +260 +9%
AWM
258
Affinity Wealth Management
Delaware
$311K
SA
259
SL Advisors
New Jersey
$309K
VHAM
260
Van Hulzen Asset Management
California
$307K -$18.4K -192 -6%
KLI
261
Kelman-Lazarov Inc
Tennessee
$305K +$97.6K +1,018 +47%
SS
262
Sunbelt Securities
Texas
$302K
LNC
263
Lincoln National Corp
Pennsylvania
$299K -$58.2K -606 -16%
FA
264
Flagstar Advisors
New York
$297K +$297K +3,095 New
BCWM
265
Bartlett & Co Wealth Management
Ohio
$296K -$22.5K -235 -7%
BC
266
Bartlett & Co
Ohio
$296K -$22.5K -235 -7%
APA
267
American Portfolios Advisors
New York
$293K +$65.5K +683 +29%
BAM
268
Baldrige Asset Management
Pennsylvania
$291K +$30.9K +322 +12%
DWT
269
Dorsey & Whitney Trust
South Dakota
$284K
IWC
270
Integrated Wealth Concepts
Massachusetts
$282K +$282K +2,940 New
FCFS
271
First Command Financial Services
Texas
$280K
FCB
272
First Command Bank
Texas
$280K
H
273
HoyleCohen
California
$278K
BFEC
274
Benjamin F. Edwards & Company
Missouri
$275K -$28K -292 -9%
HA
275
Harfst & Associates
Wyoming
$274K