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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 %
PWMAG
326
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$450 +5 +0.2%
PFS
327
Prospera Financial Services
Texas
$217K
PA
328
Prism Advisors
California
$215K -$517K -5,745 -71%
KLI
329
Kelman-Lazarov Inc
Tennessee
$215K -$90 -1 -0%
AWS
330
Atria Wealth Solutions
New York
$214K -$744K -8,232 -78%
D
331
Diversified
Delaware
$214K
CAWM
332
Capital Advisors Wealth Management
Washington
$214K +$2.25K +25 +1%
FLPIM
333
F.L. Putnam Investment Management
Massachusetts
$211K +$211K +2,345 New
MLA
334
My Legacy Advisors
Oregon
$211K -$4.8K -54 -2%
WT
335
Whittier Trust
California
$210K
GBT
336
Grove Bank & Trust
Florida
$209K
WPWM
337
Western Pacific Wealth Management
Illinois
$207K -$21.6K -240 -9%
S
338
SignatureFD
Georgia
$205K
HA
339
Harfst & Associates
Wyoming
$204K
AWM
340
AllSquare Wealth Management
New York
$199K
SWM
341
Spire Wealth Management
Virginia
$195K
ATC
342
Adirondack Trust Company
New York
$179K
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$173K
SS
344
Sunbelt Securities
Texas
$170K -$12.1K -134 -7%
GWM
345
Geneos Wealth Management
Colorado
$167K
CFD
346
Creative Financial Designs
Indiana
$165K -$41.7K -464 -20%
BCPWM
347
Bradley & Co Private Wealth Management
Florida
$162K
FM
348
Family Management
New York
$130K
PAI
349
Pittenger & Anderson Inc
Nebraska
$124K
CIAS
350
Capital Investment Advisory Services
North Carolina
$118K +$180 +2 +0.2%