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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
301
Focus Financial Network
Minnesota
$280K +$280K +2,985 New
EFG
302
Ethos Financial Group
Pennsylvania
$279K
AIM
303
Acropolis Investment Management
Missouri
$278K
SF
304
Synovus Financial
Georgia
$272K +$24.3K +259 +10%
LI
305
LVZ Inc
Michigan
$269K
BCWM
306
Bartlett & Co Wealth Management
Ohio
$264K
BC
307
Bartlett & Co
Ohio
$264K
MCM
308
MAI Capital Management
Ohio
$260K +$562 +6 +0.2%
HG
309
Harbor Group
New Hampshire
$256K +$187 +2 +0.1%
H
310
HoyleCohen
California
$256K
HI
311
Hudock Inc
Pennsylvania
$255K -$8.05K -86 -3%
BC
312
Brio Consultants
California
$254K +$656 +7 +0.3%
ML
313
McAdam LLC
Pennsylvania
$253K +$12.5K +133 +5%
GPA
314
Guerra Pan Advisors
New Jersey
$249K
BP
315
Ballentine Partners
Massachusetts
$249K
JWA
316
JFS Wealth Advisors
Pennsylvania
$248K -$79.6K -850 -24%
SWIG
317
Strategic Wealth Investment Group
Kentucky
$245K -$89.4K -955 -27%
LA
318
LexAurum Advisors
Kansas
$241K +$94 +1 +0%
LB
319
Leo Brokerage
Texas
$241K +$656 +7 +0.3%
CPA
320
Capital Performance Advisors
California
$239K
WPWM
321
Western Pacific Wealth Management
Illinois
$238K
VHAM
322
Van Hulzen Asset Management
California
$236K +$5.44K +58 +2%
IWP
323
IAG Wealth Partners
Wisconsin
$235K -$19.4K -207 -8%
HWA
324
HCR Wealth Advisors
California
$234K
MLA
325
My Legacy Advisors
Oregon
$232K -$2.58K -27 -1%