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iShares ESG Optimized MSCI USA ETF

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
276
Pinnacle Associates
New York
$306K +$450 +5 +0.1%
AWM
277
Affinity Wealth Management
Delaware
$306K
WLIM
278
White Lighthouse Investment Management
Massachusetts
$305K -$36K -400 -11%
WA
279
Wealth Alliance
New York
$304K -$7.47K -83 -2%
PIM
280
Penobscot Investment Management
Massachusetts
$303K
PG
281
Prostatis Group
Maryland
$301K -$7.83K -87 -3%
HIA
282
Harbor Investment Advisory
Maryland
$301K -$450 -5 -0.1%
Empower Advisory Group
283
Empower Advisory Group
Colorado
$293K
MA
284
MJP Associates
Connecticut
$289K +$18.9K +210 +7%
HG
285
Harbor Group
New Hampshire
$288K +$41.7K +464 +17%
DAS
286
Dynamic Advisor Solutions
Arizona
$287K -$231K -2,564 -45%
DT
287
Diversified Trust
Tennessee
$283K +$74.2K +825 +36%
FFW
288
Fusion Family Wealth
New York
$280K
SHGA
289
Sand Hill Global Advisors
California
$280K -$31.8K -353 -10%
OFG
290
Oxford Financial Group
Indiana
$279K
CAG
291
Crestwood Advisors Group
Massachusetts
$277K
FWCM
292
Ferguson Wellman Capital Management
Oregon
$274K -$11.7K -130 -4%
BFA
293
BBJS Financial Advisors
Washington
$274K -$36.9K -410 -12%
MAC
294
Mason & Associates (California)
California
$273K
FFN
295
Focus Financial Network
Minnesota
$268K -$1.63K -18 -0.6%
AIM
296
Acropolis Investment Management
Missouri
$267K
OWA
297
Opal Wealth Advisors
New York
$267K -$42K -467 -14%
PIA
298
Panoramic Investment Advisors
Colorado
$266K +$266K +2,953 New
SF
299
Synovus Financial
Georgia
$261K -$90 -1 -0%
LI
300
LVZ Inc
Michigan
$259K