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iShares ESG Optimized MSCI USA ETF

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $152M → $174M (+$21.8M)

3% more funds holding

Funds holding: 108111 (+3)

1.43% more ownership

Funds ownership: 80.09%81.52% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
38
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.06M +$231K +5,128 +28%
AI
27
Accredited Investors
Minnesota
$1.06M +$434K +9,636 +70%
EWM
28
Evercore Wealth Management
New York
$832K
DWM
29
Destination Wealth Management
California
$832K +$17.4K +386 +2%
US Bancorp
30
US Bancorp
Minnesota
$831K -$177K -3,920 -18%
MHI
31
Miller Howard Investments
New York
$809K -$597K -13,252 -43%
Jane Street
32
Jane Street
New York
$792K -$1.74M -38,508 -69%
PBO
33
Peoples Bank (Ohio)
Ohio
$792K -$13.6K -302 -2%
William Blair & Company
34
William Blair & Company
Illinois
$763K
UCFA
35
United Capital Financial Advisors
Texas
$743K
CB
36
Commerce Bank
Missouri
$725K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$720K +$142K +3,140 +25%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$704K
Truist Financial
39
Truist Financial
North Carolina
$693K +$30K +666 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$672K -$101K -2,236 -13%
HighTower Advisors
41
HighTower Advisors
Illinois
$633K -$13.8K -306 -2%
Northern Trust
42
Northern Trust
Illinois
$569K
LGWM
43
Litman Gregory Wealth Management
California
$564K -$70K -1,554 -11%
B
44
Bailard
California
$503K +$498K +11,054 New
CA
45
Cetera Advisors
Colorado
$462K
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$451K +$64.1K +1,422 +17%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$437K
RFC
48
Regions Financial Corp
Alabama
$435K
RJA
49
Raymond James & Associates
Florida
$413K +$76.2K +1,690 +23%
FPFS
50
First Personal Financial Services
North Carolina
$409K