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iShares ESG Optimized MSCI USA ETF

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
51
Manchester Capital Management
Vermont
$746K +$4.81K +92 +0.6%
GAM
52
Gould Asset Management
California
$743K +$31.9K +610 +4%
CAN
53
Cetera Advisor Networks
California
$716K -$523K -10,008 -42%
APP
54
Avantax Planning Partners
Iowa
$690K
BAAM
55
Baker Avenue Asset Management
California
$621K
GT
56
Glenview Trust
Kentucky
$615K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$609K +$23.5K +450 +4%
CG
58
Colony Group
Massachusetts
$583K +$95.1K +1,820 +19%
Betterment LLC
59
Betterment LLC
New York
$493K +$493K +9,426 New
RFC
60
Regions Financial Corp
Alabama
$487K
BC
61
Bartlett & Co
Ohio
$472K +$27.2K +520 +6%
JFA
62
JNBA Financial Advisors
Minnesota
$466K +$103K +1,964 +28%
CCFCSB
63
Cape Cod Five Cents Savings Bank
Massachusetts
$464K +$7.84K +150 +2%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$462K -$484K -9,262 -51%
PAG
65
Private Advisor Group
New Jersey
$456K +$110K +2,074 +32%
FPFS
66
First Personal Financial Services
North Carolina
$447K -$3.34K -64 -0.7%
CWM
67
Cornerstone Wealth Management
Missouri
$436K +$49.7K +940 +13%
Stifel Financial
68
Stifel Financial
Missouri
$428K +$8.91K +170 +2%
SG Americas Securities
69
SG Americas Securities
New York
$398K -$1.36M -26,032 -77%
PGA
70
Portland Global Advisors
Maine
$381K
PA
71
Parallel Advisors
California
$372K
Citigroup
72
Citigroup
New York
$357K +$72K +1,376 +25%
CCM
73
Coldstream Capital Management
Washington
$354K -$25.6K -490 -7%
FDCC
74
Foster Dykema Cabot & Co
Massachusetts
$348K
SGAM
75
Steinberg Global Asset Management
Florida
$338K