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iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MKA
276
M. Kulyk & Associates
Georgia
$378K
PAM
277
Premier Asset Management
Illinois
$377K -$66.4K -625 -15%
JWA
278
JFS Wealth Advisors
Pennsylvania
$372K
WT
279
Whittier Trust
California
$372K
WCG
280
Weaver Consulting Group
California
$372K
SFA
281
Sequoia Financial Advisors
Ohio
$372K +$955 +9 +0.3%
CAG
282
Crestwood Advisors Group
Massachusetts
$371K +$2.13K +20 +0.6%
TWM
283
Tradition Wealth Management
Minnesota
$371K +$294K +2,772 +383%
RCM
284
Radnor Capital Management
Pennsylvania
$371K +$371K +3,492 New
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$370K
Neuberger Berman Group
286
Neuberger Berman Group
New York
$370K +$370K +3,478 New
PFM
287
Peak Financial Management
Massachusetts
$367K +$21.2K +200 +6%
FHA
288
Flagship Harbor Advisors
Massachusetts
$362K +$105K +988 +41%
GWM
289
Geneos Wealth Management
Colorado
$360K
WLIM
290
White Lighthouse Investment Management
Massachusetts
$356K +$61.8K +581 +21%
SG
291
StoneX Group
New York
$351K +$84.3K +793 +32%
PA
292
Parkside Advisors
California
$350K -$55.2K -520 -14%
FA
293
Flagstar Advisors
New York
$346K +$16.8K +158 +5%
SA
294
SL Advisors
New Jersey
$345K +$2.13K +20 +0.6%
HI
295
Hudock Inc
Pennsylvania
$342K +$150K +1,414 +78%
AIM
296
Acropolis Investment Management
Missouri
$339K -$21.3K -200 -6%
FCFS
297
First Command Financial Services
Texas
$331K +$20.8K +196 +7%
RJT
298
Raymond James Trust
Florida
$331K +$70.6K +665 +27%
VHAM
299
Van Hulzen Asset Management
California
$330K -$10.2K -96 -3%
BC
300
Bartlett & Co
Ohio
$328K