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iShares ESG Optimized MSCI USA ETF

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
Net Calls
+$15M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
AllSquare Wealth Management
New York
$195K
BCPWM
327
Bradley & Co Private Wealth Management
Florida
$173K -$1.92K -20 -1%
HI
328
Hudock Inc
Pennsylvania
$173K +$383 +4 +0.2%
FWP
329
FAS Wealth Partners
Kansas
$161K
IA
330
IFP Advisors
Florida
$141K
CCM
331
Covington Capital Management
California
$134K
CWM
332
Cranbrook Wealth Management
Michigan
$130K +$96 +1 +0.1%
ATC
333
Adirondack Trust Company
New York
$124K +$62K +600 +100%
NL
334
NEPC LLC
Massachusetts
$116K +$51.5K +537 +79%
BAM
335
Barrett Asset Management
New York
$115K
Fidelity Investments
336
Fidelity Investments
Massachusetts
$115K +$64.8K +676 +129%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$115K +$115K +1,200 New
GWSG
338
GPS Wealth Strategies Group
Colorado
$112K
GEA
339
Glen Eagle Advisors
New Jersey
$95.5K +$960 +10 +1%
RE
340
RBC Europe
United Kingdom
$86.8K +$16.8K +175 +24%
AF
341
Advisornet Financial
Minnesota
$84K
HR
342
Howe & Rusling
New York
$82K
GT
343
Glenmede Trust
Pennsylvania
$82K +$82K +862 New
WLPWM
344
Walled Lake Planning & Wealth Management
Illinois
$74K +$74K +776 New
PAIM
345
Punch & Associates Investment Management
Minnesota
$73K
BWP
346
Baldwin Wealth Partners
Massachusetts
$71K
APC
347
Aspire Private Capital
North Carolina
$70K -$10.9K -113 -13%
PA
348
Parallel Advisors
California
$69K
TWM
349
Tradition Wealth Management
Minnesota
$69K +$13.1K +137 +23%
CWP
350
Concord Wealth Partners
Virginia
$67K