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iShares ESG Optimized MSCI USA ETF

108 hedge funds and large institutions have $152M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $139M → $152M (+$13.6M)

2.39% more ownership

Funds ownership: 77.69%80.09% (+2.4%)

2% more funds holding

Funds holding: 106108 (+2)

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
40
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$120K -$4.12K -96 -3%
MA
77
MUFG Americas
New York
$119K
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$113K +$429 +10 +0.4%
AWM
79
AllSquare Wealth Management
New York
$105K
AG
80
Advisor Group
Arizona
$97K +$97.6K +2,272 New
DSC
81
Duncker Streett & Co
Missouri
$93K
CWM
82
Cranbrook Wealth Management
Michigan
$92K
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$92K
CCM
84
Cribstone Capital Management
Maine
$84K +$83.8K +1,952 New
BAM
85
Barrett Asset Management
New York
$67K +$2.15K +50 +3%
OC
86
Oakworth Capital
Alabama
$63K +$62.1K +1,446 New
JP Morgan Chase
87
JP Morgan Chase
New York
$60K
FWM
88
Focused Wealth Management
New York
$45K +$86 +2 +0.2%
BC
89
Bartlett & Co
Ohio
$43K +$42.5K +990 New
GWM
90
Geneos Wealth Management
Colorado
$34K
IA
91
IFP Advisors
Florida
$31K +$22.8K +532 +306%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$29K
LNB
93
Ledyard National Bank
$20K
NSIM
94
North Star Investment Management
Illinois
$16K
SBL
95
Sargent Bickham Lagudis
Colorado
$16K
TC
96
Trust Company
Kansas
$16K
CDIA
97
Capital Directions Investment Advisors
Georgia
$16K +$16.1K +374 New
PG
98
Patten Group
Tennessee
$10.8K
ATC
99
Adirondack Trust Company
New York
$9K -$8.16K -190 -49%
CYG
100
Clean Yield Group
Vermont
$9K