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iShares ESG Optimized MSCI USA ETF

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$866K -$13.8K -206 -2%
ACA
77
Affinity Capital Advisors
California
$843K +$843K +12,574 New
GC
78
Grimes & Company
Massachusetts
$800K +$124K +1,848 +18%
GT
79
Glenview Trust
Kentucky
$789K
IFAM
80
Institutional & Family Asset Management
Colorado
$788K -$9.11K -136 -1%
EFSCE
81
Enterprise Financial Services Corp (EFSC)
Missouri
$768K +$3.89K +58 +0.5%
NP
82
NorthRock Partners
Minnesota
$764K -$261K -3,888 -25%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$741K +$741K +11,056 New
TA
84
Tiedemann Advisors
New York
$734K
BlackRock
85
BlackRock
New York
$731K +$635K +9,456 +659%
FHA
86
Flagship Harbor Advisors
Massachusetts
$720K -$178K -2,664 -20%
JFA
87
JNBA Financial Advisors
Minnesota
$720K +$22.1K +330 +3%
PBO
88
Peoples Bank (Ohio)
Ohio
$698K -$18.4K -274 -3%
SWP
89
Stratos Wealth Partners
Ohio
$675K +$281K +4,186 +71%
Citigroup
90
Citigroup
New York
$672K +$52.6K +784 +8%
AG
91
Advisor Group
Arizona
$667K +$11.8K +176 +2%
NAM
92
North American Management
Massachusetts
$646K
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$627K
CA
94
Cetera Advisors
Colorado
$623K -$28.4K -424 -4%
BIA
95
Bigelow Investment Advisors
Maine
$608K +$34.8K +520 +6%
Stifel Financial
96
Stifel Financial
Missouri
$603K -$295K -4,372 -33%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$601K +$40.7K +608 +7%
BAAM
98
Baker Avenue Asset Management
California
$591K +$5.49K +82 +0.9%
MMA
99
Miracle Mile Advisors
California
$555K +$313K +4,668 +129%
CCM
100
Coldstream Capital Management
Washington
$542K -$434K -6,472 -44%