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iShares ESG Optimized MSCI USA ETF

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

30% more capital invested

Capital invested by funds: $212M → $275M (+$63M)

14.49% more ownership

Funds ownership: 74.9%89.38% (+14%)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Mission Wealth Management
California
$326K +$87K +1,680 +37%
SCG
77
Sonata Capital Group
Washington
$324K -$12.9K -250 -4%
JP Morgan Chase
78
JP Morgan Chase
New York
$309K -$16.1K -310 -5%
NP
79
NorthRock Partners
Minnesota
$308K +$518 +10 +0.2%
LGWM
80
Litman Gregory Wealth Management
California
$307K
PCM
81
Parsons Capital Management
Rhode Island
$304K +$13.5K +260 +5%
SFG
82
SNS Financial Group
Minnesota
$300K
SAS
83
Sage Advisory Services
Texas
$297K +$295K +5,688 New
GWM
84
Greenwich Wealth Management
Connecticut
$287K
BOS
85
Bingham Osborn & Scarborough
California
$281K
MHI
86
Miller Howard Investments
New York
$268K -$9.42K -182 -3%
SCM
87
Stonehearth Capital Management
Massachusetts
$267K +$265K +5,118 New
TCOV
88
Trust Company of Vermont
Vermont
$262K -$4.45K -86 -2%
NAM
89
North American Management
Massachusetts
$254K
AWM
90
Affinity Wealth Management
Delaware
$245K
RC
91
RegentAtlantic Capital
New Jersey
$242K
DADC
92
D.A. Davidson & Co
Montana
$235K -$829 -16 -0.4%
WIM
93
Westside Investment Management
California
$233K +$48.9K +944 +27%
RWM
94
Ritholtz Wealth Management
New York
$225K +$223K +4,308 New
MFS
95
McNamara Financial Services
Massachusetts
$224K
CA
96
Callahan Advisors
Texas
$212K -$15.5K -300 -7%
SEIA
97
Signature Estate & Investment Advisors
California
$209K +$19.4K +374 +10%
CCM
98
Colorado Capital Management
Colorado
$208K -$25.1K -484 -10%
SWP
99
Stratos Wealth Partners
Ohio
$203K +$201K +3,884 New
PMG
100
ProVise Management Group
Florida
$202K +$200K +3,864 New