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iShares ESG Optimized MSCI USA ETF

88 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
51
Trillium Asset Management
Massachusetts
$243K -$124K -2,892 -34%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$241K
Citigroup
53
Citigroup
New York
$235K +$18.4K +430 +9%
Comerica Bank
54
Comerica Bank
Texas
$216K +$216K +5,030 New
DWM
55
Dakota Wealth Management
Florida
$211K
BSWM
56
Boston Standard Wealth Management
Massachusetts
$210K +$607 +14 +0.3%
DADC
57
D.A. Davidson & Co
Montana
$181K
PCM
58
Parsons Capital Management
Rhode Island
$181K +$181K +4,210 New
MFS
59
MSI Financial Services
Massachusetts
$174K +$146K +3,396 +522%
WEC
60
Winslow Evans & Crocker
Massachusetts
$157K
BFEC
61
Benjamin F. Edwards & Company
Missouri
$156K +$11.6K +270 +8%
AC
62
Alexandria Capital
Virginia
$137K
MAA
63
Managed Account Advisors
New Jersey
$137K +$137K +3,188 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$123K +$9.41K +220 +8%
MA
65
MUFG Americas
New York
$118K
AWM
66
AllSquare Wealth Management
New York
$117K -$42.9K -1,000 -27%
PSI
67
Pinnacle Summer Investments
Virginia
$112K
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$108K
NFG
69
Next Financial Group
Texas
$104K
ASN
70
Advisory Services Network
Georgia
$96K
AIG
71
American International Group
New York
$93.6K -$2.75K -64 -3%
DSC
72
Duncker Streett & Co
Missouri
$92K
CWM
73
Cranbrook Wealth Management
Michigan
$92K
JFA
74
JNBA Financial Advisors
Minnesota
$85K +$15.2K +356 +22%
BAM
75
Barrett Asset Management
New York
$55K +$13K +300 +31%