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iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWP
401
Concord Wealth Partners
Virginia
$74K 700
AIA
402
Arcadia Investment Advisors
Idaho
$73K 687
VNA
403
Valley National Advisers
Pennsylvania
$60K 564
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$58K 554 -16 -3%
LWA
405
Lenox Wealth Advisors
New York
$57K 538
ACA
406
Aptus Capital Advisors
Alabama
$56K 526
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$52K 486 -2 -0.4%
CA
408
CoreCap Advisors
Michigan
$51K 478 +478 New
CWM
409
Curi Wealth Management
North Carolina
$46K 436 +436 New
PAIM
410
Punch & Associates Investment Management
Minnesota
$45K 425 -336 -44%
DWMG
411
DB Wealth Management Group
California
$43K 406
CFB
412
Cullen/Frost Bankers
Texas
$43K 401 +401 New
MIM
413
Macroview Investment Management
Maryland
$41K 382
FWM
414
Focused Wealth Management
New York
$40K 374 -89 -19%
MFAM
415
M Financial Asset Management
Oregon
$37K 344
WWM
416
Wolff Wiese Magana
California
$35K 330
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$35K 332 +332 New
TWC
418
TD Waterhouse Canada
Ontario, Canada
$29.7K 280 +280 New
FRA
419
Front Row Advisors
California
$26K 245
WPWM
420
Western Pacific Wealth Management
Illinois
$25K 240 +240 New
PWMG
421
Prestige Wealth Management Group
New Jersey
$22K 204 -22 -10%
TC
422
Trust Company
Kansas
$22K 206
KTC
423
Kistler-Tiffany Companies
Pennsylvania
$21K 200
Simplex Trading
424
Simplex Trading
Illinois
$18K 173 +173 New
CAM
425
Costello Asset Management
Pennsylvania
$16K 155 +20 +15%