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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
351
CreativeOne Wealth
Kansas
$207K +$207K +2,210 New
KA
352
Klingman & Associates
New York
$205K +$205K +2,194 New
SWM
353
Spire Wealth Management
Virginia
$203K
LWA
354
LWS Wealth Advisors
New Jersey
$203K -$20.9K -224 -9%
AWA
355
Arkadios Wealth Advisors
Georgia
$203K +$203K +2,164 New
CIS
356
Continental Investors Services
Washington
$202K +$202K +2,118 New
LIM
357
Leavell Investment Management
Alabama
$201K +$201K +2,150 New
AWM
358
AllSquare Wealth Management
New York
$196K
ATC
359
Adirondack Trust Company
New York
$194K
BIA
360
Bell Investment Advisors
California
$190K -$97.5K -1,041 -34%
SS
361
Sunbelt Securities
Texas
$190K -$11.1K -119 -6%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$180K -$87.8K -938 -33%
GWM
363
Geneos Wealth Management
Colorado
$174K
BCPWM
364
Bradley & Co Private Wealth Management
Florida
$169K
FM
365
Family Management
New York
$136K
PAI
366
Pittenger & Anderson Inc
Nebraska
$129K
CIAS
367
Capital Investment Advisory Services
North Carolina
$123K +$281 +3 +0.2%
AF
368
Advisornet Financial
Minnesota
$111K +$1.22K +13 +1%
GWSG
369
GPS Wealth Strategies Group
Colorado
$110K
PWMG
370
Prestige Wealth Management Group
New Jersey
$106K
AIA
371
Arcadia Investment Advisors
Idaho
$106K
FWP
372
FAS Wealth Partners
Kansas
$104K +$281 +3 +0.3%
GEA
373
Glen Eagle Advisors
New Jersey
$99.3K +$2.62K +28 +3%
CWM
374
Cranbrook Wealth Management
Michigan
$97.9K +$94 +1 +0.1%
RG
375
Retirement Group
California
$97.4K -$4.49K -48 -4%