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iShares ESG Optimized MSCI USA ETF

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $152M → $174M (+$21.8M)

3% more funds holding

Funds holding: 108111 (+3)

1.43% more ownership

Funds ownership: 80.09%81.52% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
38
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$193K +$1.89K +42 +1%
TCOV
77
Trust Company of Vermont
Vermont
$172K
BFEC
78
Benjamin F. Edwards & Company
Missouri
$166K
AC
79
Alexandria Capital
Virginia
$145K
SEIA
80
Signature Estate & Investment Advisors
California
$127K +$180 +4 +0.1%
MA
81
MUFG Americas
New York
$125K
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$118K
AG
83
Advisor Group
Arizona
$111K +$8.38K +186 +8%
AWM
84
AllSquare Wealth Management
New York
$110K
CWM
85
Cranbrook Wealth Management
Michigan
$97K
DSC
86
Duncker Streett & Co
Missouri
$97K
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$95K
CCM
88
Cribstone Capital Management
Maine
$78K -$9.01K -200 -10%
BAM
89
Barrett Asset Management
New York
$77K +$7.21K +160 +10%
CWM
90
Concert Wealth Management
California
$77K +$77.2K +1,712 New
OC
91
Oakworth Capital
Alabama
$66K
BC
92
Bartlett & Co
Ohio
$65K +$19.8K +440 +44%
FWM
93
Focused Wealth Management
New York
$47K -$90 -2 -0.2%
GWM
94
Geneos Wealth Management
Colorado
$36K
NSIM
95
North Star Investment Management
Illinois
$33K +$15.8K +350 +93%
IA
96
IFP Advisors
Florida
$32K
FANJ
97
Financial Architects (New Jersey)
New Jersey
$31K
LNB
98
Ledyard National Bank
$21K
CDIA
99
Capital Directions Investment Advisors
Georgia
$17K
TC
100
Trust Company
Kansas
$16K