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iShares ESG Optimized MSCI USA ETF

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
376
Parallel Advisors
California
$66.4K 756 +22 +3%
BWP
377
Baldwin Wealth Partners
Massachusetts
$63.6K 725 -108 -13%
CWP
378
Concord Wealth Partners
Virginia
$61.4K 700
CTA
379
Colonial Trust Advisors
South Carolina
$57.1K 650
VNA
380
Valley National Advisers
Pennsylvania
$49K 564
CMP
381
Coston McIsaac & Partners
Maine
$49K 567 +2 +0.4%
FFA
382
Farther Finance Advisors
California
$47.9K 546
GWANC
383
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.2K 526
ACA
384
Aptus Capital Advisors
Alabama
$46.2K 526
PTC
385
Private Trust Company
Ohio
$45.9K 523 -55 -10%
RPCA
386
Running Point Capital Advisors
California
$43.4K 495
PCMC
387
Private Capital Management (Colorado)
Colorado
$39.8K 454 +454 New
IRC
388
Investors Research Corp
Georgia
$37.8K 431
VWM
389
Valley Wealth Managers
New Jersey
$34.1K 388 -200 -34%
MIM
390
Macroview Investment Management
Maryland
$33.5K 382
FWM
391
Focused Wealth Management
New York
$33.4K 381 +2 +0.5%
DWMG
392
DB Wealth Management Group
California
$31.2K 356 -23 -6%
MFAM
393
M Financial Asset Management
Oregon
$30K 344
WWM
394
Wolff Wiese Magana
California
$29K 330
IF
395
Integrity Financial
Wyoming
$25K 285 +143 +101%
LFG
396
Larson Financial Group
Missouri
$24.5K 279 +141 +102%
PS
397
PayPay Securities
Japan
$23.6K 269 -102 -27%
FRA
398
Front Row Advisors
California
$22K 245
BAM
399
Byrne Asset Management
New Jersey
$22K 248
GIA
400
Goodwin Investment Advisory
Georgia
$20.9K 238 +238 New