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iShares ESG Optimized MSCI USA ETF

221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
83
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
51
Manchester Capital Management
Vermont
$1.24M +$2.84K +46 +0.2%
GAM
52
Gould Asset Management
California
$1.23M -$58.7K -950 -5%
PAG
53
Private Advisor Group
New Jersey
$1.16M -$31.9K -516 -3%
CB
54
Commerce Bank
Missouri
$1.15M +$41.4K +670 +4%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.08M -$23.5K -380 -2%
William Blair & Company
56
William Blair & Company
Illinois
$1.06M +$35.8K +580 +3%
FIG
57
FundX Investment Group
California
$1.01M
CCA
58
Cobblestone Capital Advisors
New York
$1M +$449K +7,270 +81%
MML Investors Services
59
MML Investors Services
Massachusetts
$978K -$85.6K -1,384 -8%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$968K +$177K +2,862 +22%
Truist Financial
61
Truist Financial
North Carolina
$958K +$32.1K +520 +3%
HB
62
Homrich & Berg
Georgia
$953K
NP
63
NorthRock Partners
Minnesota
$945K +$244K +3,944 +35%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$918K +$6.06K +98 +0.7%
HPC
65
HM Payson & Co
Maine
$916K +$339K +5,484 +59%
UCFA
66
United Capital Financial Advisors
Texas
$912K +$80.8K +1,308 +10%
CCM
67
Coldstream Capital Management
Washington
$899K +$24K +388 +3%
SFSG
68
Stearns Financial Services Group
North Carolina
$832K -$231K -3,742 -22%
FHA
69
Flagship Harbor Advisors
Massachusetts
$829K -$61.7K -998 -7%
CG
70
Colony Group
Massachusetts
$823K -$4.82K -78 -0.6%
US Bancorp
71
US Bancorp
Minnesota
$822K -$3.09K -50 -0.4%
Stifel Financial
72
Stifel Financial
Missouri
$822K +$4.08K +66 +0.5%
PFO
73
Pathstone Family Office
New Jersey
$821K -$136K -2,196 -14%
APP
74
Avantax Planning Partners
Iowa
$816K
SFS
75
Sowell Financial Services
Arkansas
$812K +$812K +13,136 New