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iShares ESG Optimized MSCI USA ETF

131 hedge funds and large institutions have $212M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$675K
KeyBank National Association
52
KeyBank National Association
Ohio
$646K +$646K +12,640 New
Northern Trust
53
Northern Trust
Illinois
$639K
BAAM
54
Baker Avenue Asset Management
California
$608K -$962K -18,828 -61%
GT
55
Glenview Trust
Kentucky
$602K
FAAS
56
First Allied Advisory Services
California
$583K -$12.2K -238 -2%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$572K +$80.2K +1,570 +16%
CG
58
Colony Group
Massachusetts
$478K +$250K +4,880 +109%
RFC
59
Regions Financial Corp
Alabama
$476K -$2.86K -56 -0.6%
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$446K -$57.7K -1,130 -11%
FPFS
61
First Personal Financial Services
North Carolina
$441K -$7.67K -150 -2%
BC
62
Bartlett & Co
Ohio
$436K +$172K +3,370 +65%
Stifel Financial
63
Stifel Financial
Missouri
$409K +$22.8K +446 +6%
PGA
64
Portland Global Advisors
Maine
$373K
CCM
65
Coldstream Capital Management
Washington
$372K +$717 +14 +0.2%
CWM
66
Cornerstone Wealth Management
Missouri
$371K +$39.4K +776 +12%
PA
67
Parallel Advisors
California
$357K +$12.4K +240 +4%
JFA
68
JNBA Financial Advisors
Minnesota
$355K
FDCC
69
Foster Dykema Cabot & Co
Massachusetts
$341K -$78.5K -1,534 -19%
PAG
70
Private Advisor Group
New Jersey
$334K +$55.7K +1,092 +20%
SGAM
71
Steinberg Global Asset Management
Florida
$331K
SCG
72
Sonata Capital Group
Washington
$330K
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$319K +$23.4K +458 +8%
NP
74
NorthRock Partners
Minnesota
$302K
LGWM
75
Litman Gregory Wealth Management
California
$300K -$313K -6,122 -51%