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iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
APA
351
American Portfolios Advisors
New York
$244K 2,294 -760 -25%
S
352
SignatureFD
Georgia
$242K 2,278
CPA
353
Capital Performance Advisors
California
$241K 2,550 +2,550 New
SS
354
Sunbelt Securities
Texas
$238K 2,433 -710 -23%
LWA
355
LWS Wealth Advisors
New Jersey
$238K 2,235 +3 +0.1%
KCM
356
Karp Capital Management
California
$237K 2,232 +102 +5%
BSSFA
357
Baron Silver Stevens Financial Advisors
Florida
$234K 2,206
PIA
358
Perennial Investment Advisors
California
$233K 2,198 -70 -3%
KA
359
Klingman & Associates
New York
$233K 2,194
LWP
360
Laurel Wealth Planning
Minnesota
$231K 2,176 -6,691 -75%
BCI
361
Brinker Capital Investments
Pennsylvania
$230K 2,160
LIM
362
Leavell Investment Management
Alabama
$228K 2,150
CA
363
Callahan Advisors
Texas
$228K 2,150
FPF
364
First Pacific Financial
Washington
$228K 2,149
APG
365
Abacus Planning Group
South Carolina
$223K 2,102
KFP
366
KMG Fiduciary Partners
Ohio
$223K 2,100
MFA
367
Mayflower Financial Advisors
Massachusetts
$223K 2,097 +2,097 New
NL
368
Navalign LLC
California
$221K 2,076 +2,076 New
AWM
369
AllSquare Wealth Management
New York
$216K 2,030
MHI
370
Miller Howard Investments
New York
$215K 2,025 +2,025 New
PP
371
Patron Partners
Texas
$210K 1,972 +1,972 New
PPP
372
Private Portfolio Partners
New Jersey
$209K 1,969 +1,969 New
W
373
Wealthquest
Ohio
$208K 1,935 -216 -10%
TRCT
374
Tower Research Capital (TRC)
New York
$205K 1,929 -3,878 -67%
RG
375
Retirement Group
California
$205K 1,925 -543 -22%