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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 %
PTC
376
Private Trust Company
Ohio
$47.1K
IRC
377
Investors Research Corp
Georgia
$45.1K +$6.3K +70 +16%
RPCA
378
Running Point Capital Advisors
California
$44.5K
TRCT
379
Tower Research Capital (TRC)
New York
$43.2K -$440K -4,892 -91%
PCMC
380
Private Capital Management (Colorado)
Colorado
$40.8K
PAIM
381
Punch & Associates Investment Management
Minnesota
$36.9K
DFA
382
DHJJ Financial Advisors
Illinois
$35.1K +$35.1K +390 New
MIM
383
Macroview Investment Management
Maryland
$34.4K
FWM
384
Focused Wealth Management
New York
$34.3K
LFG
385
Larson Financial Group
Missouri
$33.9K
DWMG
386
DB Wealth Management Group
California
$32K
VWM
387
Valley Wealth Managers
New Jersey
$31.5K -$3.42K -38 -10%
WWM
388
Wolff Wiese Magana
California
$29.7K
IF
389
Integrity Financial
Wyoming
$26.9K
FRA
390
Front Row Advisors
California
$23.9K
FSWA
391
Financial Synergies Wealth Advisors
Texas
$19.3K +$900 +10 +5%
AF
392
Allworth Financial
California
$19.2K
NS
393
NBC Securities
Alabama
$19K +$19K +222 New
Jones Financial Companies
394
Jones Financial Companies
Missouri
$16.6K
GIA
395
Goodwin Investment Advisory
Georgia
$15.2K -$6.21K -69 -29%
TWC
396
TD Waterhouse Canada
Ontario, Canada
$13.9K -$1.79K -20 -11%
FP
397
Financial Perspectives
Minnesota
$12.6K
LFA
398
LGT Financial Advisors
Texas
$12.5K +$12.5K +139 New
FDCC
399
Foster Dykema Cabot & Co
Massachusetts
$12K
PP
400
Pacifica Partners
Canada
$11.7K