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iShares ESG Optimized MSCI USA ETF

172 hedge funds and large institutions have $318M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
61
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CS
76
Credit Suisse
Switzerland
$470K
CCFCSB
77
Cape Cod Five Cents Savings Bank
Massachusetts
$451K -$17.2K -304 -4%
OFG
78
Oxford Financial Group
Indiana
$451K +$213K +3,780 +90%
LGWM
79
Litman Gregory Wealth Management
California
$434K
WIM
80
Westside Investment Management
California
$429K +$109K +1,940 +34%
SCM
81
Stonehearth Capital Management
Massachusetts
$401K -$7.33K -130 -2%
PCM
82
Parsons Capital Management
Rhode Island
$389K -$2.93K -52 -0.7%
PGA
83
Portland Global Advisors
Maine
$387K
SAS
84
Sage Advisory Services
Texas
$377K +$74.7K +1,326 +25%
SMFS
85
Squar Milner Financial Services
California
$369K
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$366K -$19.1K -338 -5%
FPFS
87
First Personal Financial Services
North Carolina
$353K -$51.2K -908 -13%
FDCC
88
Foster Dykema Cabot & Co
Massachusetts
$352K -$30.8K -534 -8%
SCG
89
Sonata Capital Group
Washington
$350K
WF
90
WealthTrust Fairport
Ohio
$343K +$45.6K +808 +15%
RWM
91
Ritholtz Wealth Management
New York
$332K +$34.6K +614 +12%
TA
92
Tiedemann Advisors
New York
$330K +$330K +5,806 New
PA
93
Parallel Advisors
California
$329K -$72.6K -1,288 -18%
SFG
94
SNS Financial Group
Minnesota
$324K
GWM
95
Greenwich Wealth Management
Connecticut
$310K
WDL
96
Well Done LLC
Michigan
$303K
BOS
97
Bingham Osborn & Scarborough
California
$292K -$11.3K -200 -4%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$282K -$2.71K -48 -1%
TCOV
99
Trust Company of Vermont
Vermont
$269K -$12.3K -218 -4%
RC
100
RegentAtlantic Capital
New Jersey
$261K