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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
51
Robertson Stephens Wealth Management
California
$5.4M +$2.53M +27,039 +88%
REMPR
52
Roof Eidam Maycock Peralta (REMP)
California
$5.19M -$12.7K -136 -0.2%
AI
53
Accredited Investors
Minnesota
$4.67M -$87.2K -931 -2%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.65M +$1.2M +12,822 +35%
LRWA
55
Long Run Wealth Advisors
New York
$4.44M -$118K -1,265 -3%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$4.2M +$183K +1,954 +5%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.19M +$1.03M +10,951 +32%
3AM
58
3EDGE Asset Management
Florida
$4.05M +$1.71M +18,303 +73%
PAG
59
Private Advisor Group
New Jersey
$4.02M -$228K -2,414 -5%
Jane Street
60
Jane Street
New York
$3.95M +$3.61M +38,539 +1,061%
CPC
61
Consolidated Planning Corp
Georgia
$3.84M +$86K +918 +2%
Stifel Financial
62
Stifel Financial
Missouri
$3.82M +$3.01M +32,166 +372%
ACA
63
Affinity Capital Advisors
California
$3.82M +$2.56M +27,313 +203%
BCM
64
Brookstone Capital Management
Illinois
$3.78M -$76.8K -828 -2%
RZH
65
Relyea Zuckerberg Hanson
Connecticut
$3.28M +$58.3K +623 +2%
Creative Planning
66
Creative Planning
Kansas
$3.18M +$572K +6,113 +22%
NA
67
NewEdge Advisors
Louisiana
$3.03M +$404K +4,316 +15%
BWM
68
BigSur Wealth Management
Florida
$3M
DWM
69
Destination Wealth Management
California
$2.92M -$52.4K -560 -2%
Citadel Advisors
70
Citadel Advisors
Florida
$2.87M +$961K +10,258 +50%
FNWM
71
Financial Network Wealth Management
Utah
$2.65M -$77.5K -800 -3%
SFP
72
Shepherd Financial Partners
Massachusetts
$2.63M -$50K -534 -2%
BONH
73
Bank of New Hampshire
New Hampshire
$2.59M -$23.4K -250 -0.9%
GC
74
Grimes & Company
Massachusetts
$2.56M +$37.6K +401 +1%
MMA
75
Miracle Mile Advisors
California
$2.52M +$228K +2,430 +10%