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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 %
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$67K
AIA
352
Arcadia Investment Advisors
Idaho
$65.9K -$2.21K -23 -3%
VNA
353
Valley National Advisers
Pennsylvania
$54K
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$54K +$2.56K +27 +5%
LWA
355
Lenox Wealth Advisors
New York
$52K
PWA
356
Phoenix Wealth Advisors
North Carolina
$52K
ACA
357
Aptus Capital Advisors
Alabama
$50K
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$47K
FWM
359
Focused Wealth Management
New York
$44K +$190 +2 +0.4%
DWMG
360
DB Wealth Management Group
California
$39K
MIM
361
Macroview Investment Management
Maryland
$37K
Barclays
362
Barclays
United Kingdom
$37K +$13.5K +141 +58%
MFAM
363
M Financial Asset Management
Oregon
$33K
GKWIM
364
Gerber Kawasaki Wealth & Investment Management
California
$32K -$4.21M -4,208 -99%
WWM
365
Wolff Wiese Magana
California
$32K
ACA
366
Atlas Capital Advisors
Wyoming
$28.9K +$96 +1 +0.3%
FRA
367
Front Row Advisors
California
$24K
PWMG
368
Prestige Wealth Management Group
New Jersey
$22K
CAAS
369
Capital Asset Advisory Services
Michigan
$22K +$97 +1 +0.4%
TC
370
Trust Company
Kansas
$20K
KTC
371
Kistler-Tiffany Companies
Pennsylvania
$19K
SFPG
372
Stonebridge Financial Planning Group
Florida
$16K
FP
373
Financial Perspectives
Minnesota
$13.1K +$96 +1 +0.7%
PP
374
Pacifica Partners
Canada
$13K
CAM
375
Costello Asset Management
Pennsylvania
$13K +$13K +135 New