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iShares ESG Optimized MSCI USA ETF

88 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
26
Accredited Investors
Minnesota
$559K +$19.8K +462 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$550K +$84.1K +1,960 +18%
William Blair & Company
28
William Blair & Company
Illinois
$542K +$34.3K +800 +7%
RFC
29
Regions Financial Corp
Alabama
$536K +$71.9K +1,672 +15%
FAAS
30
First Allied Advisory Services
California
$478K +$105K +2,436 +28%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K
CAN
32
Cetera Advisor Networks
California
$461K +$82.7K +1,916 +22%
CAG
33
Crestwood Advisors Group
Massachusetts
$453K
Jane Street
34
Jane Street
New York
$437K -$1.73M -40,194 -80%
UCFA
35
United Capital Financial Advisors
Texas
$431K +$431K +10,000 New
BUB
36
BBVA USA Bancshares
Texas
$429K
FPFS
37
First Personal Financial Services
North Carolina
$383K
CCFCSB
38
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$6.43K -150 -2%
PGA
39
Portland Global Advisors
Maine
$333K
SGAM
40
Steinberg Global Asset Management
Florida
$308K
Stifel Financial
41
Stifel Financial
Missouri
$304K -$931K -21,692 -75%
DWM
42
Destination Wealth Management
California
$300K +$9.03K +210 +3%
FDCC
43
Foster Dykema Cabot & Co
Massachusetts
$288K +$288K +6,700 New
CA
44
Cetera Advisors
Colorado
$287K
SCG
45
Sonata Capital Group
Washington
$283K
TCOV
46
Trust Company of Vermont
Vermont
$280K +$942 +22 +0.3%
GAM
47
Gould Asset Management
California
$257K
Truist Financial
48
Truist Financial
North Carolina
$246K +$246K +5,734 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$245K +$245K +5,710 New
BOS
50
Bingham Osborn & Scarborough
California
$244K