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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.55M +$5.76M +69,928 +321%
TF
27
Tompkins Financial
New York
$7.5M +$336K +4,076 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.87M +$1.36M +16,493 +25%
PC
29
Permanens Capital
New York
$6.51M +$2.14M +26,008 +49%
KeyBank National Association
30
KeyBank National Association
Ohio
$5.83M +$1.13M +13,758 +24%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$5.79M +$437K +5,304 +8%
SC
32
Scotia Capital
Ontario, Canada
$5.15M -$76.2K -925 -1%
CJA
33
C-J Advisory
California
$5.12M +$145K +1,767 +3%
Osaic Holdings
34
Osaic Holdings
Arizona
$5M +$98.2K +1,193 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.93M +$970K +11,787 +25%
SA
36
Stewardship Advisors
Pennsylvania
$4.9M +$4.9M +59,537 New
SCA
37
Snowden Capital Advisors
New York
$4.74M -$589K -7,159 -11%
RFC
38
Regions Financial Corp
Alabama
$4.44M +$89.3K +1,084 +2%
DADC
39
D.A. Davidson & Co
Montana
$4.39M +$3.28M +39,882 +297%
Northern Trust
40
Northern Trust
Illinois
$4.37M +$189K +2,298 +5%
COCM
41
Charter Oak Capital Management
New Hampshire
$4.24M +$4.24M +51,432 New
HPC
42
HM Payson & Co
Maine
$3.72M -$192K -2,329 -5%
Goldman Sachs
43
Goldman Sachs
New York
$3.65M
Bank Julius Baer & Co
44
Bank Julius Baer & Co
Switzerland
$3.56M +$5.19K +63 +0.1%
LFASL
45
Lugano Financial Advisors SA (LFA)
Switzerland
$3.51M -$620K -7,532 -15%
BCM
46
Brookstone Capital Management
Illinois
$3.17M +$869K +10,554 +38%
FI
47
FormulaFolio Investments
Michigan
$3.15M +$3.15M +38,233 New
BHB
48
Bank Hapoalim BM
Israel
$3.13M +$2.67M +32,410 +580%
Barclays
49
Barclays
United Kingdom
$3.1M
CCM
50
Colorado Capital Management
Colorado
$2.87M -$2.79M -29,071 -49%