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iShares ESG Optimized MSCI USA ETF

108 hedge funds and large institutions have $152M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $139M → $152M (+$13.6M)

2.39% more ownership

Funds ownership: 77.69%80.09% (+2.4%)

2% more funds holding

Funds holding: 106108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
40
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$791K -$219K -5,100 -22%
EWM
27
Evercore Wealth Management
New York
$791K
DWM
28
Destination Wealth Management
California
$774K +$245K +5,702 +47%
PBO
29
Peoples Bank (Ohio)
Ohio
$766K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$762K +$459K +10,686 +154%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$735K +$26.4K +614 +4%
William Blair & Company
32
William Blair & Company
Illinois
$725K +$209K +4,866 +41%
UCFA
33
United Capital Financial Advisors
Texas
$703K +$186K +4,342 +36%
CB
34
Commerce Bank
Missouri
$688K +$34.8K +810 +5%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$670K
Truist Financial
36
Truist Financial
North Carolina
$629K +$355K +8,274 +132%
PWM
37
Patriot Wealth Management
Texas
$627K
HighTower Advisors
38
HighTower Advisors
Illinois
$618K +$5.84K +136 +1%
LGWM
39
Litman Gregory Wealth Management
California
$603K -$17.3K -402 -3%
AI
40
Accredited Investors
Minnesota
$591K -$13.3K -310 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$549K -$12.1K -282 -2%
Northern Trust
42
Northern Trust
Illinois
$540K
JFGIW
43
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K
CA
44
Cetera Advisors
Colorado
$438K +$35.9K +836 +9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$415K -$50.1K -1,166 -11%
RFC
46
Regions Financial Corp
Alabama
$414K
FPFS
47
First Personal Financial Services
North Carolina
$389K -$1.46K -34 -0.4%
FAAS
48
First Allied Advisory Services
California
$387K -$38.2K -890 -9%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$367K +$73.7K +1,716 +25%
FDCC
50
Foster Dykema Cabot & Co
Massachusetts
$343K -$859 -20 -0.3%