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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 %
PFG
401
Piershale Financial Group
Illinois
$25.4K +$25.4K +271 New
FRA
402
Front Row Advisors
California
$25K +$1.89K +20 +8%
GIA
403
Goodwin Investment Advisory
Georgia
$22.3K
AF
404
Allworth Financial
California
$20K +$281 +3 +1%
FSWA
405
Financial Synergies Wealth Advisors
Texas
$19.1K +$843 +9 +5%
Jones Financial Companies
406
Jones Financial Companies
Missouri
$17.2K +$17.2K +184 New
TWC
407
TD Waterhouse Canada
Ontario, Canada
$16.4K
VCM
408
Vigilant Capital Management
Maine
$16K -$123K -1,350 -89%
PS
409
PayPay Securities
Japan
$15.4K -$9.83K -105 -39%
FP
410
Financial Perspectives
Minnesota
$13.1K
FDCC
411
Foster Dykema Cabot & Co
Massachusetts
$13K
PP
412
Pacifica Partners
Canada
$12.4K -$187 -2 -1%
BWA
413
BDO Wealth Advisors
Florida
$11.9K
CAM
414
Costello Asset Management
Pennsylvania
$11.2K
TLA
415
Tanglewood Legacy Advisors
Texas
$9.74K
LC
416
Lindbrook Capital
California
$9.36K
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$9.36K
NFSG
418
Newbridge Financial Services Group
Florida
$8.71K
HCM
419
Hollencrest Capital Management
California
$6.79K +$93 +1 +1%
TSWM
420
Tyler-Stone Wealth Management
Ohio
$5K +$5K +55 New
CWA
421
Clearview Wealth Advisors
Oregon
$4.87K
HCP
422
Hexagon Capital Partners
Arkansas
$3.37K
HI
423
Horizon Investments
North Carolina
$3.09K +$281 +3 +10%
CSC
424
Caldwell Sutter Capital
California
$2.06K +$2.06K +22 New
AWM
425
Abound Wealth Management
Tennessee
$1.22K