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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
HPWM
51
Highland Private Wealth Management
Washington
$2.77M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$2.76M +$657K +7,973 +31%
BWM
53
BigSur Wealth Management
Florida
$2.64M
CPC
54
Consolidated Planning Corp
Georgia
$2.49M -$38.1K -463 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.43M -$217K -2,631 -8%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$2.37M +$214K +2,593 +10%
AI
57
Accredited Investors
Minnesota
$2.36M -$17.9K -217 -0.8%
Creative Planning
58
Creative Planning
Kansas
$2.28M +$306K +3,710 +16%
SFP
59
Shepherd Financial Partners
Massachusetts
$2.2M +$72.6K +883 +3%
B
60
Bailard
California
$2.13M -$133K -1,617 -6%
DWM
61
Destination Wealth Management
California
$2.13M -$135K -1,639 -6%
GC
62
Garde Capital
Washington
$2.12M +$135K +1,635 +7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2.11M -$2.11M -22,062 -50%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.04M -$2.31M -28,016 -53%
Brown Advisory
65
Brown Advisory
Maryland
$1.93M
GC
66
Grimes & Company
Massachusetts
$1.92M +$336K +4,078 +21%
William Blair & Company
67
William Blair & Company
Illinois
$1.86M +$103K +1,250 +6%
WTC
68
WhitTier Trust Company
Nevada
$1.85M +$83.2K +1,010 +5%
VWA
69
VERITY Wealth Advisors
United States
$1.78M +$7.41K +90 +0.4%
3AM
70
3EDGE Asset Management
Florida
$1.72M +$1.04M +12,655 +153%
Chevy Chase Trust
71
Chevy Chase Trust
Maryland
$1.71M -$665K -8,072 -28%
EWM
72
Evercore Wealth Management
New York
$1.71M
HB
73
Homrich & Berg
Georgia
$1.7M -$36.3K -441 -2%
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$1.69M +$1.69M +20,546 New
UCFA
75
United Capital Financial Advisors
Texas
$1.68M +$12.4K +151 +0.7%