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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$328K
PWM
302
Perigon Wealth Management
California
$327K -$79.3K -747 -20%
AWM
303
Affinity Wealth Management
Delaware
$326K
BBA
304
Braun-Bostich & Associates
Pennsylvania
$326K +$326K +3,256 New
BIA
305
Bell Investment Advisors
California
$325K -$392K -3,686 -55%
BAM
306
Baldrige Asset Management
Pennsylvania
$322K
FFW
307
Fusion Family Wealth
New York
$322K +$66.8K +628 +26%
BC
308
Brio Consultants
California
$319K -$37.5K -353 -11%
DWT
309
Dorsey & Whitney Trust
South Dakota
$315K
IWC
310
Integrated Wealth Concepts
Massachusetts
$315K +$2.45K +23 +0.8%
KLI
311
Kelman-Lazarov Inc
Tennessee
$314K -$24K -226 -7%
ES
312
Eagle Strategies
New York
$311K +$311K +2,928 New
CFD
313
Creative Financial Designs
Indiana
$310K +$60.6K +571 +24%
H
314
HoyleCohen
California
$308K
GPA
315
Guerra Pan Advisors
New Jersey
$307K +$307K +2,888 New
AWA
316
Archvest Wealth Advisors
California
$306K +$306K +2,884 New
BFEC
317
Benjamin F. Edwards & Company
Missouri
$305K -$213 -2 -0.1%
HA
318
Harfst & Associates
Wyoming
$304K
BCM
319
BTR Capital Management
California
$300K +$300K +2,825 New
CCM
320
Cribstone Capital Management
Maine
$297K -$1.91K -18 -0.6%
SAM
321
Secure Asset Management
Michigan
$297K +$19.1K +180 +7%
NCM
322
New Capital Management
Texas
$295K
LI
323
LVZ Inc
Michigan
$295K +$5K +47 +2%
OWP
324
Obermeyer Wealth Partners
Colorado
$292K -$109K -1,030 -27%
RTS
325
Round Table Services
New Jersey
$291K +$37K +348 +15%