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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 %
RJT
301
Raymond James Trust
Florida
$235K +$235K +2,454 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$231K
FFW
303
Fusion Family Wealth
New York
$230K
IWP
304
IAG Wealth Partners
Wisconsin
$230K
RTS
305
Round Table Services
New Jersey
$229K +$96 +1 +0%
CF
306
Corrigan Financial
Rhode Island
$229K
CFD
307
Creative Financial Designs
Indiana
$225K +$158K +1,647 +235%
CS
308
Credit Suisse
Switzerland
$224K
GBT
309
Grove Bank & Trust
Florida
$223K
Comerica Bank
310
Comerica Bank
Texas
$222K -$35.4K -348 -14%
S
311
SignatureFD
Georgia
$219K
PIA
312
Perennial Investment Advisors
California
$217K +$2.39K +25 +1%
HIA
313
Harbor Investment Advisory
Maryland
$217K +$25K +260 +13%
LWA
314
LWS Wealth Advisors
New Jersey
$214K -$23.9K -249 -10%
KA
315
Klingman & Associates
New York
$211K
BSSFA
316
Baron Silver Stevens Financial Advisors
Florida
$211K
W
317
Wealthquest
Ohio
$211K +$211K +2,151 New
BCI
318
Brinker Capital Investments
Pennsylvania
$207K
MC
319
Moors & Cabot
Massachusetts
$207K +$4.03K +42 +2%
CA
320
Callahan Advisors
Texas
$206K -$47.9K -500 -19%
FPF
321
First Pacific Financial
Washington
$206K -$7.48K -78 -4%
LIM
322
Leavell Investment Management
Alabama
$206K +$206K +2,150 New
KCM
323
Karp Capital Management
California
$204K
APG
324
Abacus Planning Group
South Carolina
$202K +$202K +2,102 New
KFP
325
KMG Fiduciary Partners
Ohio
$201K