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iShares ESG Optimized MSCI USA ETF

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCC
351
Money Concepts Capital
Florida
$180K 2,191 +703 +47%
MFC
352
Morris Financial Concepts
South Carolina
$173K 2,106 -482 -19%
SWM
353
Spire Wealth Management
Virginia
$168K 2,039 -292 -13%
ATC
354
Adirondack Trust Company
New York
$162K 1,970
GWM
355
Geneos Wealth Management
Colorado
$161K 1,957 +65 +3%
IA
356
IFP Advisors
Florida
$149K 1,315 -1,052 -44%
BCPWM
357
Bradley & Co Private Wealth Management
Florida
$148K 1,800
FM
358
Family Management
New York
$142K 1,731
CA
359
Corrado Advisors
New Jersey
$142K 1,730 +1,730 New
CWM
360
Cranbrook Wealth Management
Michigan
$113K 1,370 +2 +0.1%
CIAS
361
Capital Investment Advisory Services
North Carolina
$107K 1,303 +1,303 New
RG
362
Retirement Group
California
$98K 1,186 +156 +15%
PWMG
363
Prestige Wealth Management Group
New Jersey
$93.6K 1,137
FWP
364
FAS Wealth Partners
Kansas
$91.1K 1,107 +11 +1%
BFPW
365
BOK Financial Private Wealth
Colorado
$90.7K 1,102
AF
366
Advisornet Financial
Minnesota
$90.7K 1,102 -534 -33%
AIA
367
Arcadia Investment Advisors
Idaho
$89.8K 1,091 +350 +47%
GEA
368
Glen Eagle Advisors
New Jersey
$85K 1,033 +23 +2%
PIMG
369
Patriot Investment Management Group
Tennessee
$78.5K 900 +900 New
GT
370
Glenmede Trust
Pennsylvania
$71K 862
HR
371
Howe & Rusling
New York
$70K 850
SSB
372
Sandy Spring Bank
Maryland
$69K 838
BWP
373
Baldwin Wealth Partners
Massachusetts
$68.6K 833
CA
374
Crewe Advisors
Utah
$66.8K 811
WA
375
Win Advisors
Florida
$66.4K 806