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iShares ESG Optimized MSCI USA ETF

131 hedge funds and large institutions have $212M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
26
Destination Wealth Management
California
$1.35M +$169K +3,300 +14%
FIG
27
FundX Investment Group
California
$1.29M -$38K -742 -3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.27M +$1.06M +20,790 +508%
CAN
29
Cetera Advisor Networks
California
$1.21M +$2.76K +54 +0.2%
AI
30
Accredited Investors
Minnesota
$1.18M -$11.7K -228 -1%
Creative Planning
31
Creative Planning
Kansas
$1.01M +$14.9K +292 +2%
SFP
32
Shepherd Financial Partners
Massachusetts
$1.01M -$8.9K -174 -0.9%
FHA
33
Flagship Harbor Advisors
Massachusetts
$976K +$65.6K +1,286 +7%
Truist Financial
34
Truist Financial
North Carolina
$965K +$69.5K +1,360 +8%
EWM
35
Evercore Wealth Management
New York
$936K
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$926K -$83.7K -1,636 -8%
Goldman Sachs
37
Goldman Sachs
New York
$889K -$228K -4,454 -20%
B
38
Bailard
California
$864K +$36.7K +718 +4%
William Blair & Company
39
William Blair & Company
Illinois
$857K
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$845K +$68.2K +1,334 +9%
UCFA
41
United Capital Financial Advisors
Texas
$843K +$4.71K +92 +0.6%
US Bancorp
42
US Bancorp
Minnesota
$828K -$6.65K -130 -0.8%
CB
43
Commerce Bank
Missouri
$810K
CA
44
Cetera Advisors
Colorado
$802K +$213K +4,184 +36%
PBO
45
Peoples Bank (Ohio)
Ohio
$786K -$59.6K -1,166 -7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$769K +$75.9K +1,486 +11%
HighTower Advisors
47
HighTower Advisors
Illinois
$739K +$10.3K +202 +1%
MCM
48
Manchester Capital Management
Vermont
$725K +$698K +13,644 +2,555%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$698K -$66.5K -1,300 -9%
GAM
50
Gould Asset Management
California
$696K +$365K +7,140 +110%