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iShares ESG Optimized MSCI USA ETF

131 hedge funds and large institutions have $212M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
76
SNS Financial Group
Minnesota
$294K
PCM
77
Parsons Capital Management
Rhode Island
$284K +$102 +2 +0%
GWM
78
Greenwich Wealth Management
Connecticut
$281K
Citigroup
79
Citigroup
New York
$279K +$25.1K +490 +10%
BOS
80
Bingham Osborn & Scarborough
California
$275K -$6.13K -120 -2%
MHI
81
Miller Howard Investments
New York
$271K -$40.9K -800 -13%
TCOV
82
Trust Company of Vermont
Vermont
$261K -$15.3K -298 -6%
NAM
83
North American Management
Massachusetts
$248K +$248K +4,856 New
AWM
84
Affinity Wealth Management
Delaware
$240K
RC
85
RegentAtlantic Capital
New Jersey
$237K
MWM
86
Mission Wealth Management
California
$233K
DADC
87
D.A. Davidson & Co
Montana
$231K +$5.52K +108 +2%
CCM
88
Colorado Capital Management
Colorado
$222K -$19.5K -436 -8%
CA
89
Callahan Advisors
Texas
$222K
MFS
90
McNamara Financial Services
Massachusetts
$219K -$1.74K -34 -0.8%
MML Investors Services
91
MML Investors Services
Massachusetts
$217K +$217K +4,242 New
CAG
92
Crestwood Advisors Group
Massachusetts
$203K -$36.3K -700 -15%
SEIA
93
Signature Estate & Investment Advisors
California
$186K -$32.1K -626 -15%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$186K
WIM
95
Westside Investment Management
California
$177K +$78.6K +1,540 +80%
FFW
96
Fusion Family Wealth
New York
$159K
AC
97
Alexandria Capital
Virginia
$144K
MA
98
MUFG Americas
New York
$141K
NCM
99
New Capital Management
Texas
$137K
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K +$131K +2,556 New