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iShares ESG Optimized MSCI USA ETF

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
76
Mutual Advisors
Nebraska
$1.05M +$1.05M +15,668 New
BFA
77
Bluestem Financial Advisors
Illinois
$1M -$93.1K -1,392 -9%
GAM
78
Gould Asset Management
California
$985K -$28.8K -430 -3%
GWM
79
Greenwich Wealth Management
Connecticut
$968K +$718K +10,740 +288%
CPIG
80
Chicago Partners Investment Group
Illinois
$959K -$27.2K -386 -3%
BAAM
81
Baker Avenue Asset Management
California
$948K +$553K +8,270 +140%
BJL
82
Brighton Jones LLC
Washington
$937K +$438K +6,548 +88%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$926K -$5.71M -85,350 -86%
APP
84
Avantax Planning Partners
Iowa
$883K
US Bancorp
85
US Bancorp
Minnesota
$846K -$16.6K -248 -2%
IFAM
86
Institutional & Family Asset Management
Colorado
$835K +$78.6K +1,176 +10%
CG
87
Colony Group
Massachusetts
$827K -$18.9K -282 -2%
NAM
88
North American Management
Massachusetts
$825K +$179K +2,670 +28%
SFSG
89
Stearns Financial Services Group
North Carolina
$807K +$14.2K +212 +2%
PFO
90
Pathstone Family Office
New Jersey
$801K -$158K -2,358 -16%
PSUF
91
People's United Financial
Connecticut
$801K +$82.8K +1,238 +12%
Stifel Financial
92
Stifel Financial
Missouri
$798K +$22.6K +338 +3%
WAG
93
Winthrop Advisory Group
Massachusetts
$789K +$57.5K +856 +8%
Citigroup
94
Citigroup
New York
$788K +$98.8K +1,478 +14%
TA
95
Tiedemann Advisors
New York
$787K -$199K -2,972 -20%
GT
96
Glenview Trust
Kentucky
$787K
SWP
97
Stratos Wealth Partners
Ohio
$772K +$35.2K +526 +5%
VCM
98
Vivaldi Capital Management
Illinois
$765K +$765K +10,438 New
MWM
99
MBE Wealth Management
Wisconsin
$755K +$755K +11,294 New
EFSCE
100
Enterprise Financial Services Corp (EFSC)
Missouri
$754K +$50.2K +750 +7%