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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 %
PWA
301
Phoenix Wealth Advisors
North Carolina
$44K +$44K +540 New
FWM
302
Focused Wealth Management
New York
$38K +$165 +2 +0.4%
AWG
303
Altus Wealth Group
Colorado
$34K +$34K +410 New
DWMG
304
DB Wealth Management Group
California
$33K +$33K +406 New
FFC
305
Fure Financial Corporation
Minnesota
$30K +$3.17K +39 +12%
Fidelity Investments
306
Fidelity Investments
Massachusetts
$29K +$163 +2 +0.6%
WWM
307
Wolff Wiese Magana
California
$27K +$27K +330 New
TC
308
Trust Company
Kansas
$20K
PWPS
309
Pinnacle Wealth Planning Services
Ohio
$20K +$20K +238 New
SWA
310
SOA Wealth Advisors
New York
$19K +$19K +225 New
CAAS
311
Capital Asset Advisory Services
Michigan
$18K
GRP
312
Global Retirement Partners
California
$18K
PWMG
313
Prestige Wealth Management Group
New Jersey
$18K +$1.61K +20 +10%
FRA
314
Front Row Advisors
California
$17K
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$16K
RE
316
RBC Europe
United Kingdom
$14.8K
PP
317
Pacifica Partners
Canada
$11K
TWM
318
Tradition Wealth Management
Minnesota
$11K +$11K +132 New
CA
319
Clearstead Advisors
Ohio
$8K +$2.4K +30 +43%
DOA
320
D'Orazio & Associates
Virginia
$7K
TWA
321
TCI Wealth Advisors
Arizona
$7K +$7K +84 New
EW
322
Evoke Wealth
California
$4K
CWA
323
Clearview Wealth Advisors
Oregon
$4K +$4K +52 New
NFG
324
Next Financial Group
Texas
$3K
HCP
325
Hexagon Capital Partners
Arkansas
$2K