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iShares ESG Optimized MSCI USA ETF

123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
51
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
51
Glenview Trust
Kentucky
$542K +$542K +11,772 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$518K +$61.9K +1,346 +14%
FAAS
53
First Allied Advisory Services
California
$468K +$94.4K +2,054 +25%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$466K -$768K -16,714 -62%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$460K +$179K +3,894 +64%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$436K
RFC
57
Regions Financial Corp
Alabama
$435K -$6.45K -140 -1%
Goldman Sachs
58
Goldman Sachs
New York
$428K +$172K +3,744 +67%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$425K +$19.8K +430 +5%
FPFS
60
First Personal Financial Services
North Carolina
$409K -$4.88K -106 -1%
PGA
61
Portland Global Advisors
Maine
$357K
FDCC
62
Foster Dykema Cabot & Co
Massachusetts
$349K -$15.6K -340 -4%
SGAM
63
Steinberg Global Asset Management
Florida
$330K
CWM
64
Concert Wealth Management
California
$327K +$248K +5,392 +315%
Stifel Financial
65
Stifel Financial
Missouri
$323K +$52.6K +1,140 +19%
JFA
66
JNBA Financial Advisors
Minnesota
$320K +$320K +6,946 New
CCFCSB
67
Cape Cod Five Cents Savings Bank
Massachusetts
$309K +$16.4K +356 +6%
GAM
68
Gould Asset Management
California
$298K
SCG
69
Sonata Capital Group
Washington
$297K
PAG
70
Private Advisor Group
New Jersey
$288K -$55.7K -1,194 -16%
VWM
71
Vector Wealth Management
Minnesota
$276K -$36.8K -800 -12%
CAG
72
Crestwood Advisors Group
Massachusetts
$274K -$1.84K -40 -0.7%
NP
73
NorthRock Partners
Minnesota
$270K
M&T Bank
74
M&T Bank
New York
$260K +$260K +5,648 New
BOS
75
Bingham Osborn & Scarborough
California
$253K