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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 %
LA
326
LexAurum Advisors
Kansas
$287K +$112 +1 +0%
SWIG
327
Strategic Wealth Investment Group
Kentucky
$285K +$285K +2,539 New
HWA
328
HCR Wealth Advisors
California
$284K
CPA
329
Capital Performance Advisors
California
$284K
Neuberger Berman Group
330
Neuberger Berman Group
New York
$282K +$60.1K +535 +27%
CP
331
Creekside Partners
California
$280K +$280K +2,489 New
DWM
332
Dakota Wealth Management
Florida
$279K +$449 +4 +0.2%
LP
333
LGL Partners
Pennsylvania
$277K +$674 +6 +0.2%
DWT
334
Dorsey & Whitney Trust
South Dakota
$275K
VHAM
335
Van Hulzen Asset Management
California
$269K -$3.15K -28 -1%
CCFM
336
Clear Creek Financial Management
Washington
$266K -$223K -1,981 -46%
CIA
337
Concurrent Investment Advisors
Florida
$265K +$42.3K +376 +19%
GBT
338
Grove Bank & Trust
Florida
$262K
DT
339
Diversified Trust
Tennessee
$261K
TFS
340
Thoroughbred Financial Services
Tennessee
$259K -$24K -214 -8%
AWA
341
Arete Wealth Advisors
Illinois
$259K +$259K +2,303 New
FCG
342
Financial Connections Group
California
$259K +$259K +2,313 New
DAS
343
Dynamic Advisor Solutions
Arizona
$259K +$112 +1 +0%
S
344
SignatureFD
Georgia
$256K
HA
345
Harfst & Associates
Wyoming
$255K
KLI
346
Kelman-Lazarov Inc
Tennessee
$255K -$6.86K -61 -3%
CAWM
347
Capital Advisors Wealth Management
Washington
$253K -$33.7K -300 -12%
AWA
348
Arkadios Wealth Advisors
Georgia
$251K +$8.32K +74 +3%
PFP
349
Pinnacle Financial Partners
Tennessee
$251K
PWMG
350
Private Wealth Management Group
New Jersey
$248K