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iShares ESG Optimized MSCI USA ETF

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
351
Bell Investment Advisors
California
$107K -$75.8K -843 -41%
AF
352
Advisornet Financial
Minnesota
$106K
AIA
353
Arcadia Investment Advisors
Idaho
$102K
FWP
354
FAS Wealth Partners
Kansas
$100K
GEA
355
Glen Eagle Advisors
New Jersey
$97.3K +$1.8K +20 +2%
PWMG
356
Prestige Wealth Management Group
New Jersey
$96.4K -$6.42K -71 -6%
CWM
357
Cranbrook Wealth Management
Michigan
$94.1K
RG
358
Retirement Group
California
$93.6K
HR
359
Howe & Rusling
New York
$76.5K
SSB
360
Sandy Spring Bank
Maryland
$75.4K
CA
361
Crewe Advisors
Utah
$73K
PA
362
Parallel Advisors
California
$66K
BWP
363
Baldwin Wealth Partners
Massachusetts
$65.2K
CWP
364
Concord Wealth Partners
Virginia
$63K
RIA
365
Realta Investment Advisors
Delaware
$62.3K
GWSG
366
GPS Wealth Strategies Group
Colorado
$60.3K -$45K -500 -43%
CTA
367
Colonial Trust Advisors
South Carolina
$58.5K
SPWM
368
Spartan Planning & Wealth Management
North Carolina
$56.5K +$56.5K +628 New
FIA
369
FNY Investment Advisers
New York
$53K +$53K +600 New
VNA
370
Valley National Advisers
Pennsylvania
$51K
CMP
371
Coston McIsaac & Partners
Maine
$51K
FFA
372
Farther Finance Advisors
California
$49.1K
First Manhattan
373
First Manhattan
New York
$48.4K +$48.4K +538 New
GWANC
374
Guardian Wealth Advisors (North Carolina)
North Carolina
$47.5K
ACA
375
Aptus Capital Advisors
Alabama
$47.3K