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iShares ESG Optimized MSCI USA ETF

108 hedge funds and large institutions have $152M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
40
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PGA
51
Portland Global Advisors
Maine
$335K 3,875
MFS
52
MSI Financial Services
Massachusetts
$335K 3,870 +1 +0%
RJA
53
Raymond James & Associates
Florida
$319K 3,690 +3,690 New
CCFCSB
54
Cape Cod Five Cents Savings Bank
Massachusetts
$318K 3,673 -864 -19%
SGAM
55
Steinberg Global Asset Management
Florida
$310K 3,587
PAG
56
Private Advisor Group
New Jersey
$288K 3,331 +409 +14%
GAM
57
Gould Asset Management
California
$280K 3,235
SCG
58
Sonata Capital Group
Washington
$279K 3,230 -70 -2%
JFA
59
JNBA Financial Advisors
Minnesota
$267K 3,091 +255 +9%
CAG
60
Crestwood Advisors Group
Massachusetts
$259K 2,995
BOS
61
Bingham Osborn & Scarborough
California
$238K 2,751 -90 -3%
BSWM
62
Boston Standard Wealth Management
Massachusetts
$228K 2,633 -98 -4%
VWM
63
Vector Wealth Management
Minnesota
$225K 2,600 +2,600 New
Stifel Financial
64
Stifel Financial
Missouri
$223K 2,575 +1 +0%
PCM
65
Parsons Capital Management
Rhode Island
$220K 2,541 +73 +3%
Citigroup
66
Citigroup
New York
$219K 2,530 -167 -6%
CCM
67
Coldstream Capital Management
Washington
$217K 2,512 +9 +0.4%
DWM
68
Dakota Wealth Management
Florida
$213K 2,459
CA
69
Callahan Advisors
Texas
$207K 2,393 +2,393 New
MWM
70
Mission Wealth Management
California
$201K 2,330 +2,330 New
DADC
71
D.A. Davidson & Co
Montana
$181K 2,101
TCOV
72
Trust Company of Vermont
Vermont
$164K 1,898 -161 -8%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$157K 1,820
WEC
74
Winslow Evans & Crocker
Massachusetts
$152K 1,756 +1 +0.1%
AC
75
Alexandria Capital
Virginia
$138K 1,591