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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 %
AF
401
Allworth Financial
California
$18.4K 210 +210 New
TCWA
402
Ten Capital Wealth Advisors
Washington
$17.8K 203
NECFA
403
New England Capital Financial Advisors
Connecticut
$17.6K 200
FSWA
404
Financial Synergies Wealth Advisors
Texas
$17.1K 195 +15 +8%
TWC
405
TD Waterhouse Canada
Ontario, Canada
$15.4K 175 +175 New
FP
406
Financial Perspectives
Minnesota
$12.3K 140 +1 +0.7%
FDCC
407
Foster Dykema Cabot & Co
Massachusetts
$12K 136 +136 New
PP
408
Pacifica Partners
Canada
$11.6K 134
BWA
409
BDO Wealth Advisors
Florida
$11.1K 127 -3,964 -97%
Commonwealth Equity Services
410
Commonwealth Equity Services
Massachusetts
$11K 125,493 +6,893 +6%
CAM
411
Costello Asset Management
Pennsylvania
$10.5K 120
TLA
412
Tanglewood Legacy Advisors
Texas
$9.13K 104
NHT
413
New Hampshire Trust
New Hampshire
$9.04K 103
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$8.79K 100
LC
415
Lindbrook Capital
California
$8.78K 100
NFSG
416
Newbridge Financial Services Group
Florida
$8.16K 93
HCM
417
Hollencrest Capital Management
California
$6.35K 72
CWA
418
Clearview Wealth Advisors
Oregon
$4.56K 52
HCP
419
Hexagon Capital Partners
Arkansas
$3.16K 36
HI
420
Horizon Investments
North Carolina
$2.63K 30 +30 New
AWM
421
Abound Wealth Management
Tennessee
$1.14K 13
KM
422
Kalos Management
Georgia
$1.05K 12 +12 New
PMFA
423
Plante Moran Financial Advisors
Michigan
$878 10
AFS
424
Annapolis Financial Services
Maryland
$878 10 +10 New
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$351 4