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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.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.89%
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 Market Value Shares Shares
Change
Shares
Change %
SEIA
76
Signature Estate & Investment Advisors
California
$120K 1,392 -48 -3%
MA
77
MUFG Americas
New York
$119K 1,375
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$113K 1,301 +5 +0.4%
AWM
79
AllSquare Wealth Management
New York
$105K 1,209
AG
80
Advisor Group
Arizona
$97K 1,136 +1,136 New
DSC
81
Duncker Streett & Co
Missouri
$93K 1,070
CWM
82
Cranbrook Wealth Management
Michigan
$92K 1,069
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$92K 1,050
CCM
84
Cribstone Capital Management
Maine
$84K 976 +976 New
BAM
85
Barrett Asset Management
New York
$67K 770 +25 +3%
OC
86
Oakworth Capital
Alabama
$63K 723 +723 New
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$60K 689
FWM
88
Focused Wealth Management
New York
$45K 521 +1 +0.2%
BC
89
Bartlett & Co
Ohio
$43K 495 +495 New
GWM
90
Geneos Wealth Management
Colorado
$34K 401
IA
91
IFP Advisors
Florida
$31K 353 +266 +306%
FANJ
92
Financial Architects (New Jersey)
New Jersey
$29K 338
LNB
93
Ledyard National Bank
$20K 230
TC
94
Trust Company
Kansas
$16K 180
NSIM
95
North Star Investment Management
Illinois
$16K 188
SBL
96
Sargent Bickham Lagudis
Colorado
$16K 183
CDIA
97
Capital Directions Investment Advisors
Georgia
$16K 187 +187 New
PG
98
Patten Group
Tennessee
$10.8K 125
ATC
99
Adirondack Trust Company
New York
$9K 100 -95 -49%
CYG
100
Clean Yield Group
Vermont
$9K 100