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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$17.7M +$1.77M +18,893 +11%
US Bancorp
27
US Bancorp
Minnesota
$17.7M +$5.88M +62,801 +50%
GC
28
Garde Capital
Washington
$14M +$170K +1,812 +1%
Mariner
29
Mariner
Kansas
$12.5M +$535K +5,712 +4%
RJA
30
Raymond James & Associates
Florida
$11.2M -$803K -8,571 -7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$10.6M -$1.12M -11,992 -10%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$10.6M +$435K +4,648 +4%
HighTower Advisors
33
HighTower Advisors
Illinois
$9.95M +$48.1K +514 +0.5%
DADC
34
D.A. Davidson & Co
Montana
$9.82M +$160K +1,709 +2%
QC
35
Quent Capital
New York
$8.89M +$78.5K +838 +0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.7M -$257K -2,743 -3%
COCM
37
Charter Oak Capital Management
New Hampshire
$7.94M -$234K -2,499 -3%
SWP
38
Stratos Wealth Partners
Ohio
$7.69M +$4.79M +51,142 +165%
PC
39
Permanens Capital
New York
$7.41M -$5.22M -55,791 -41%
HPC
40
HM Payson & Co
Maine
$7.18M +$587K +6,264 +9%
SWA
41
SOA Wealth Advisors
New York
$7.05M -$497K -5,304 -7%
RFC
42
Regions Financial Corp
Alabama
$6.75M +$11.8K +126 +0.2%
TF
43
Tompkins Financial
New York
$6.35M -$163K -1,743 -3%
SA
44
Stewardship Advisors
Pennsylvania
$6.35M +$730K +7,798 +13%
Northern Trust
45
Northern Trust
Illinois
$6.05M +$1.17M +12,514 +24%
KeyBank National Association
46
KeyBank National Association
Ohio
$6.05M +$28.1K +300 +0.5%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.98M -$1.16M -12,439 -16%
CG
48
Corundum Group
Colorado
$5.74M +$1.91M +20,411 +50%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.59M +$70.2K +750 +1%
SAG
50
SageView Advisory Group
California
$5.41M -$172K -1,842 -3%