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iShares ESG Optimized MSCI USA ETF

476 hedge funds and large institutions have $2.26B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
6.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
49
Increased
123
Reduced
195
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
326
MJP Associates
Connecticut
$336K -$33.8K -278 -9%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$336K
KA
328
Klingman & Associates
New York
$328K
GPA
329
Guerra Pan Advisors
New Jersey
$323K -$608 -5 -0.2%
Citadel Advisors
330
Citadel Advisors
Florida
$321K +$19.8K +163 +7%
FPW
331
Flagship Private Wealth
Massachusetts
$320K +$973 +8 +0.3%
AA
332
Aufman Associates
Pennsylvania
$317K +$317K +2,605 New
FA
333
Flagstar Advisors
New York
$316K -$6.81K -56 -2%
HWA
334
HCR Wealth Advisors
California
$313K -$6.08K -50 -2%
BIG
335
Boothe Investment Group
Delaware
$312K +$28.4K +233 +10%
AIM
336
Acropolis Investment Management
Missouri
$309K -$24.9K -205 -7%
CPA
337
Capital Performance Advisors
California
$307K
CP
338
Creekside Partners
California
$305K +$851 +7 +0.3%
DWM
339
Dakota Wealth Management
Florida
$303K +$608 +5 +0.2%
LP
340
LGL Partners
Pennsylvania
$302K +$851 +7 +0.3%
OWA
341
Opal Wealth Advisors
New York
$301K -$36.8K -303 -11%
DWT
342
Dorsey & Whitney Trust
South Dakota
$298K
AIC
343
Allodium Investment Consultants
Minnesota
$297K +$297K +2,445 New
ATC
344
Adirondack Trust Company
New York
$295K +$9.97K +82 +3%
FFN
345
Focus Financial Network
Minnesota
$289K -$24.1K -198 -8%
PIA
346
Panoramic Investment Advisors
Colorado
$286K -$122 -1 -0%
GBT
347
Grove Bank & Trust
Florida
$283K
RIS
348
Richmond Investment Services
Wisconsin
$283K +$283K +2,327 New
DT
349
Diversified Trust
Tennessee
$282K
S
350
SignatureFD
Georgia
$277K