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iShares ESG Optimized MSCI USA ETF

123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
26
Accredited Investors
Minnesota
$1.07M -$2.48K -54 -0.2%
CAN
27
Cetera Advisor Networks
California
$998K -$201K -4,358 -17%
DWM
28
Destination Wealth Management
California
$944K +$102K +2,216 +12%
SFP
29
Shepherd Financial Partners
Massachusetts
$922K +$922K +19,872 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$851K +$138K +2,998 +19%
Creative Planning
31
Creative Planning
Kansas
$848K -$229K -4,972 -21%
EWM
32
Evercore Wealth Management
New York
$842K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$802K +$123K +2,668 +18%
William Blair & Company
34
William Blair & Company
Illinois
$771K
PBO
35
Peoples Bank (Ohio)
Ohio
$761K -$39.9K -868 -5%
UCFA
36
United Capital Financial Advisors
Texas
$753K +$1.47K +32 +0.2%
US Bancorp
37
US Bancorp
Minnesota
$751K -$89.7K -1,950 -11%
Truist Financial
38
Truist Financial
North Carolina
$745K +$44.3K +962 +6%
CB
39
Commerce Bank
Missouri
$732K
FHA
40
Flagship Harbor Advisors
Massachusetts
$720K +$720K +15,438 New
CA
41
Cetera Advisors
Colorado
$719K +$253K +5,498 +54%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$696K -$32.7K -710 -4%
B
43
Bailard
California
$683K +$174K +3,792 +34%
DIA
44
Dana Investment Advisors
Wisconsin
$677K +$677K +14,706 New
HighTower Advisors
45
HighTower Advisors
Illinois
$633K -$10.1K -220 -2%
RJA
46
Raymond James & Associates
Florida
$614K +$197K +4,284 +47%
APP
47
Avantax Planning Partners
Iowa
$607K +$607K +13,200 New
Northern Trust
48
Northern Trust
Illinois
$575K
LGWM
49
Litman Gregory Wealth Management
California
$552K -$18.1K -394 -3%
Jane Street
50
Jane Street
New York
$545K -$257K -5,580 -32%