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iShares ESG Optimized MSCI USA ETF

172 hedge funds and large institutions have $318M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
61
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
51
Bailard
California
$962K -$20.3K -360 -2%
CIM
52
Cambria Investment Management
California
$936K
William Blair & Company
53
William Blair & Company
Illinois
$930K
CB
54
Commerce Bank
Missouri
$892K
US Bancorp
55
US Bancorp
Minnesota
$782K -$43.4K -770 -5%
UCFA
56
United Capital Financial Advisors
Texas
$767K +$4.85K +86 +0.6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$764K +$107K +1,900 +16%
Truist Financial
58
Truist Financial
North Carolina
$750K +$88.2K +1,562 +13%
JFA
59
JNBA Financial Advisors
Minnesota
$747K +$17.9K +318 +2%
APP
60
Avantax Planning Partners
Iowa
$745K
CJA
61
C-J Advisory
California
$738K +$539K +9,558 +271%
SGAM
62
Steinberg Global Asset Management
Florida
$725K -$40.3K -714 -5%
BAAM
63
Baker Avenue Asset Management
California
$699K +$16.9K +300 +2%
PBO
64
Peoples Bank (Ohio)
Ohio
$674K -$81.8K -1,450 -11%
GT
65
Glenview Trust
Kentucky
$664K
CCM
66
Coldstream Capital Management
Washington
$646K +$262K +4,640 +68%
MML Investors Services
67
MML Investors Services
Massachusetts
$633K +$199K +3,526 +46%
RFC
68
Regions Financial Corp
Alabama
$604K +$78.6K +1,392 +15%
CA
69
Cetera Advisors
Colorado
$599K +$331K +5,858 +124%
CAN
70
Cetera Advisor Networks
California
$590K +$26.6K +470 +5%
Citigroup
71
Citigroup
New York
$536K +$95.2K +1,688 +22%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$534K
NP
73
NorthRock Partners
Minnesota
$519K +$74.1K +1,310 +17%
SHCM
74
Stokes & Hubbell Capital Management
Louisiana
$519K +$113K +2,000 +28%
CG
75
Colony Group
Massachusetts
$482K -$85.1K -1,510 -15%