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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
326
Kinloch Capital
Virginia
$2K +$2K +20 New
BWA
327
Burt Wealth Advisors
Maryland
$2K +$2K +26 New
WIM
328
Westside Investment Management
California
$1.17K -$67 -819 -5%
PMFA
329
Plante Moran Financial Advisors
Michigan
$1K
MS
330
Mizuho Securities
Japan
$1K +$1K +18 New
Citadel Advisors
331
Citadel Advisors
Florida
-$4.84M -65,808 Closed
TRCT
332
Tower Research Capital (TRC)
New York
-$3.22M -43,832 Closed
TAS
333
TIFF Advisory Services
Pennsylvania
-$1.1M -14,952 Closed
VCM
334
Vivaldi Capital Management
Illinois
-$820K -10,438 Closed
RCS
335
Retirement Capital Strategies
California
-$428K -5,920 Closed
CBFP
336
Cedar Brook Financial Partners
Ohio
-$383K -5,208 Closed
GC
337
Grace Capital
Massachusetts
-$275K -3,740 Closed
IWC
338
Integrated Wealth Concepts
Massachusetts
-$272K -3,700 Closed
PCA
339
Personal Capital Advisors
California
-$259K -3,516 Closed
SHWM
340
Silicon Hills Wealth Management
Texas
-$224K -3,044 Closed
PAS
341
Park Avenue Securities
New York
-$221K -3,000 Closed
OC
342
Oakworth Capital
Alabama
-$196K -2,664 Closed
BBA
343
Braun-Bostich & Associates
Pennsylvania
-$140K -1,904 Closed
PFG
344
Piershale Financial Group
Illinois
-$71K -960 Closed
FHA
345
First Horizon Advisors
Tennessee
-$29K -402 Closed
AA
346
Advisory Alpha
Michigan
-$25K -330 Closed
SXL
347
Summit X LLC
Missouri
-$294 -270 Closed
1IA
348
1834 Investment Advisors
Wisconsin
-$16K -220 Closed
WP
349
WealthShield Partners
North Carolina
-$13K -172 Closed
F
350
F3Logic
Minnesota
-$5.01K -68 Closed