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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.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.89%
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 Market Value Shares Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$791K 9,143 -2,550 -22%
EWM
27
Evercore Wealth Management
New York
$791K 9,152
DWM
28
Destination Wealth Management
California
$774K 8,954 +2,851 +47%
PBO
29
Peoples Bank (Ohio)
Ohio
$766K 8,858
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$762K 8,816 +5,343 +154%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$735K 8,501 +307 +4%
William Blair & Company
32
William Blair & Company
Illinois
$725K 8,383 +2,433 +41%
UCFA
33
United Capital Financial Advisors
Texas
$703K 8,171 +2,171 +36%
CB
34
Commerce Bank
Missouri
$688K 7,965 +405 +5%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$670K 7,745
Truist Financial
36
Truist Financial
North Carolina
$629K 7,280 +4,137 +132%
PWM
37
Patriot Wealth Management
Texas
$627K 7,252
HighTower Advisors
38
HighTower Advisors
Illinois
$618K 7,131 +68 +1%
LGWM
39
Litman Gregory Wealth Management
California
$603K 6,973 -201 -3%
AI
40
Accredited Investors
Minnesota
$591K 6,839 -155 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$549K 6,347 -141 -2%
Northern Trust
42
Northern Trust
Illinois
$540K 6,250
JFGIW
43
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$464K 5,369
CA
44
Cetera Advisors
Colorado
$438K 5,068 +418 +9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$415K 4,800 -583 -11%
RFC
46
Regions Financial Corp
Alabama
$414K 4,790
FPFS
47
First Personal Financial Services
North Carolina
$389K 4,494 -17 -0.4%
FAAS
48
First Allied Advisory Services
California
$387K 4,463 -445 -9%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$367K 4,245 +858 +25%
FDCC
50
Foster Dykema Cabot & Co
Massachusetts
$343K 3,965 -10 -0.3%