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iShares ESG Optimized MSCI USA ETF

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
301
Fusion Family Wealth
New York
$350K
MFS
302
McNamara Financial Services
Massachusetts
$347K -$57.8K -514 -14%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$347K -$6.18K -55 -2%
TW
304
Transform Wealth
Colorado
$343K -$22.8K -203 -6%
FCIM
305
Fairview Capital Investment Management
California
$343K -$67.4K -600 -16%
OWA
306
Opal Wealth Advisors
New York
$342K +$5.06K +45 +2%
AO
307
Advisor OS
Illinois
$340K -$26.9K -239 -7%
BC
308
Brio Consultants
California
$337K +$53.3K +474 +19%
OFG
309
Oxford Financial Group
Indiana
$337K
MA
310
MJP Associates
Connecticut
$336K -$26.9K -239 -7%
LI
311
LVZ Inc
Michigan
$333K
FA
312
Flagstar Advisors
New York
$331K -$21.9K -195 -6%
SHGA
313
Sand Hill Global Advisors
California
$328K
BCWM
314
Bartlett & Co Wealth Management
Ohio
$317K
PWMAG
315
Pinnacle Wealth Management Advisory Group
New Jersey
$309K +$18.8K +167 +6%
AIM
316
Acropolis Investment Management
Missouri
$308K
H
317
HoyleCohen
California
$307K
KA
318
Klingman & Associates
New York
$303K
BHWM
319
Bar Harbor Wealth Management
New Hampshire
$301K +$89.9K +800 +42%
GPA
320
Guerra Pan Advisors
New Jersey
$299K
JWA
321
JFS Wealth Advisors
Pennsylvania
$298K
MBTD
322
Mechanics Bank - Trust Department
California
$298K
FFN
323
Focus Financial Network
Minnesota
$297K -$578 -5 -0.2%
FPW
324
Flagship Private Wealth
Massachusetts
$294K +$7.31K +65 +3%
PIM
325
Penobscot Investment Management
Massachusetts
$288K