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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 %
AFS
426
Annapolis Financial Services
Maryland
$937
PMFA
427
Plante Moran Financial Advisors
Michigan
$936
RDFA
428
Ritter Daniher Financial Advisory
Ohio
$843 +$843 +9 New
IA
429
IFP Advisors
Florida
$375 -$80.4K -858 -100%
BCMLT
430
Beacon Capital Management LLC (Tennessee)
Tennessee
$375
GI
431
Gradient Investments
Minnesota
$189
Mirae Asset Global Investments
432
Mirae Asset Global Investments
South Korea
-$32.9M -377,600 Closed
BHB
433
Bank Hapoalim BM
Israel
-$10.9M -124,000 Closed
BRWA
434
B. Riley Wealth Advisors
Florida
-$8.86M -100,981 Closed
IFAM
435
Institutional & Family Asset Management
Colorado
-$1.28M -14,605 Closed
MCC
436
Money Concepts Capital
Florida
-$466K -12,287 Closed
MOS
437
MGO One Seven
Ohio
-$862K -9,820 Closed
AAS
438
Ameritas Advisory Services
Nebraska
-$758K -8,669 Closed
BAM
439
Belpointe Asset Management
Nevada
-$447K -5,094 Closed
PWA
440
Providence Wealth Advisors
Illinois
-$404K -4,618 Closed
SA
441
SL Advisors
New Jersey
-$290K -3,305 Closed
MC
442
Moors & Cabot
Massachusetts
-$241K -2,750 Closed
OWP
443
Obermeyer Wealth Partners
Colorado
-$241K -2,750 Closed
TSS
444
Two Sigma Securities
New York
-$206K -2,343 Closed
PCM
445
Pointe Capital Management
Michigan
-$154K -1,752 Closed
BFPW
446
BOK Financial Private Wealth
Colorado
-$96.7K -1,102 Closed
First Manhattan
447
First Manhattan
New York
-$87.8K -1,000 Closed
MFAM
448
M Financial Asset Management
Oregon
-$30K -344 Closed
BAM
449
Byrne Asset Management
New Jersey
-$22K -248 Closed
TCWA
450
Ten Capital Wealth Advisors
Washington
-$17.8K -203 Closed