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iShares ESG Optimized MSCI USA ETF

74 hedge funds and large institutions have $95.9M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K
CAG
27
Crestwood Advisors Group
Massachusetts
$435K +$4.12K +100 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$428K +$28.4K +690 +7%
BUB
29
BBVA USA Bancshares
Texas
$411K
CG
30
Colony Group
Massachusetts
$394K +$394K +9,576 New
CCFCSB
31
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$2.06K -50 -0.6%
PGA
32
Portland Global Advisors
Maine
$352K
Ameriprise
33
Ameriprise
Minnesota
$328K +$20.8K +504 +7%
FAAS
34
First Allied Advisory Services
California
$317K +$579 +14 +0.2%
CAN
35
Cetera Advisor Networks
California
$312K +$18K +438 +6%
CA
36
Cetera Advisors
Colorado
$297K -$73.6K -1,788 -20%
DWM
37
Destination Wealth Management
California
$269K +$17.2K +418 +7%
PWAG
38
Polaris Wealth Advisory Group
California
$249K +$249K +6,060 New
BOS
39
Bingham Osborn & Scarborough
California
$247K
GAM
40
Gould Asset Management
California
$246K -$69.9K -1,700 -22%
Stifel Financial
41
Stifel Financial
Missouri
$240K
TAM
42
Trillium Asset Management
Massachusetts
$233K
SGAM
43
Steinberg Global Asset Management
Florida
$232K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$231K -$116K -2,810 -33%
TCOV
45
Trust Company of Vermont
Vermont
$230K +$26.3K +638 +13%
Citigroup
46
Citigroup
New York
$212K -$4.1K -100 -2%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$197K -$49.5K -1,200 -20%
WEC
48
Winslow Evans & Crocker
Massachusetts
$191K +$32.8K +800 +21%
DADC
49
D.A. Davidson & Co
Montana
$173K
BFEC
50
Benjamin F. Edwards & Company
Missouri
$139K