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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 %
ML
301
McAdam LLC
Pennsylvania
$255K +$12.3K +137 +5%
BC
302
Bartlett & Co
Ohio
$255K
BCWM
303
Bartlett & Co Wealth Management
Ohio
$255K
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$253K +$37.4K +415 +17%
TFS
305
Thoroughbred Financial Services
Tennessee
$249K -$50.6K -564 -17%
H
306
HoyleCohen
California
$246K
HI
307
Hudock Inc
Pennsylvania
$245K
KA
308
Klingman & Associates
New York
$242K +$45K +500 +23%
GPA
309
Guerra Pan Advisors
New Jersey
$240K
BP
310
Ballentine Partners
Massachusetts
$239K
AWA
311
Archvest Wealth Advisors
California
$239K +$31.5K +350 +15%
JWA
312
JFS Wealth Advisors
Pennsylvania
$238K
SWIG
313
Strategic Wealth Investment Group
Kentucky
$236K
BC
314
Brio Consultants
California
$234K -$9.45K -105 -4%
FA
315
Flagstar Advisors
New York
$232K +$9.94K +110 +4%
CPA
316
Capital Performance Advisors
California
$229K
IWP
317
IAG Wealth Partners
Wisconsin
$226K
HWA
318
HCR Wealth Advisors
California
$225K
PIA
319
Perennial Investment Advisors
California
$221K
DWM
320
Dakota Wealth Management
Florida
$221K
VHAM
321
Van Hulzen Asset Management
California
$221K -$5.21K -58 -2%
DWT
322
Dorsey & Whitney Trust
South Dakota
$221K
LA
323
LexAurum Advisors
Kansas
$219K -$12.6K -140 -5%
LP
324
LGL Partners
Pennsylvania
$219K
Fidelity Investments
325
Fidelity Investments
Massachusetts
$218K +$1.89K +21 +0.9%