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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 %
MG
426
Mather Group
Illinois
-$466K -4,977 Closed
AWM
427
Accurate Wealth Management
Florida
-$473K -4,961 Closed
BFS
428
Bard Financial Services
Connecticut
-$421K -4,500 Closed
AWA
429
Arete Wealth Advisors
Illinois
-$343K -3,659 Closed
MKA
430
M. Kulyk & Associates
Georgia
-$299K -3,195 Closed
OC
431
Oppenheimer & Co
New York
-$286K -3,050 Closed
MCM
432
Mill Capital Management
North Carolina
-$232K -2,475 Closed
FCG
433
Financial Connections Group
California
-$216K -2,313 Closed
BSSFA
434
Baron Silver Stevens Financial Advisors
Florida
-$211K -2,256 Closed
LF
435
Lantz Financial
Illinois
-$208K -2,218 Closed
CW
436
CreativeOne Wealth
Kansas
-$207K -2,210 Closed
LWA
437
LWS Wealth Advisors
New Jersey
-$203K -2,173 Closed
AWA
438
Arkadios Wealth Advisors
Georgia
-$203K -2,164 Closed
LIM
439
Leavell Investment Management
Alabama
-$201K -2,150 Closed
CIS
440
Continental Investors Services
Washington
-$202K -2,118 Closed
CWA
441
Clearview Wealth Advisors
Oregon
-$4.87K -52 Closed
AFS
442
Annapolis Financial Services
Maryland
-$937 -10 Closed
RDFA
443
Ritter Daniher Financial Advisory
Ohio
-$843 -9 Closed