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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 %
FFC
376
Fure Financial Corporation
Minnesota
$11K +$11K +116 New
CA
377
Clearstead Advisors
Ohio
$10K
Koshinski Asset Management
378
Koshinski Asset Management
Illinois
$9.79K +$9.79K +102 New
DOA
379
D'Orazio & Associates
Virginia
$8K
MS
380
Mizuho Securities
Japan
$5K -$273 -3 -5%
JCM
381
Jacobi Capital Management
Pennsylvania
$5K +$5K +50 New
CWA
382
Clearview Wealth Advisors
Oregon
$4K -$952 -10 -19%
EW
383
Evoke Wealth
California
$4K
HCP
384
Hexagon Capital Partners
Arkansas
$3K
WIM
385
Westside Investment Management
California
$1.2K -$82 -852 -6%
PMFA
386
Plante Moran Financial Advisors
Michigan
$1K
GRP
387
Global Retirement Partners
California
$1K
GIA
388
Goodwin Investment Advisory
Georgia
$1K +$1K +8 New
AWM
389
AE Wealth Management
Kansas
-$12.1M -126,544 Closed
TA
390
Tiedemann Advisors
New York
-$1.22M -12,768 Closed
JWCA
391
J.W. Cole Advisors
Florida
-$1.09M -11,437 Closed
AAP
392
Arax Advisory Partners
Colorado
-$623K -6,525 Closed
WCFA
393
Walkner Condon Financial Advisors
Wisconsin
-$528K -5,522 Closed
RCM
394
Radnor Capital Management
Pennsylvania
-$334K -3,492 Closed
HTC
395
Haverford Trust Company
Pennsylvania
-$265K -2,775 Closed
IWM
396
IHT Wealth Management
Illinois
-$257K -2,687 Closed
FPW
397
Flagship Private Wealth
Massachusetts
-$130K -1,339 Closed
GAM
398
Gemmer Asset Management
California
-$110K -1,147 Closed
LAS
399
Lloyd Advisory Services
Georgia
-$99K -1,041 Closed
FI
400
Financial Insights
Washington
-$994K -1,040 Closed