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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 %
HR
376
Howe & Rusling
New York
$79.6K
SSB
377
Sandy Spring Bank
Maryland
$78.5K
CA
378
Crewe Advisors
Utah
$75.9K
PA
379
Parallel Advisors
California
$68.7K -$2.06K -22 -3%
BWP
380
Baldwin Wealth Partners
Massachusetts
$67.9K
CWP
381
Concord Wealth Partners
Virginia
$65.5K
RIA
382
Realta Investment Advisors
Delaware
$62.3K +$62.3K +665 New
CTA
383
Colonial Trust Advisors
South Carolina
$60.9K
VNA
384
Valley National Advisers
Pennsylvania
$53K
CMP
385
Coston McIsaac & Partners
Maine
$53K +$93 +1 +0.2%
FFA
386
Farther Finance Advisors
California
$51.1K
ACA
387
Aptus Capital Advisors
Alabama
$49.3K
GWANC
388
Guardian Wealth Advisors (North Carolina)
North Carolina
$49.3K
PTC
389
Private Trust Company
Ohio
$49K
RPCA
390
Running Point Capital Advisors
California
$46.4K
PCMC
391
Private Capital Management (Colorado)
Colorado
$42.5K
IRC
392
Investors Research Corp
Georgia
$40.4K
PAIM
393
Punch & Associates Investment Management
Minnesota
$38.4K +$38.4K +410 New
VWM
394
Valley Wealth Managers
New Jersey
$36.3K
MIM
395
Macroview Investment Management
Maryland
$35.8K
FWM
396
Focused Wealth Management
New York
$35.7K +$94 +1 +0.3%
LFG
397
Larson Financial Group
Missouri
$35.3K +$9.18K +98 +35%
DWMG
398
DB Wealth Management Group
California
$33.3K
WWM
399
Wolff Wiese Magana
California
$30.9K
IF
400
Integrity Financial
Wyoming
$28K +$1.31K +14 +5%