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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
Manchester Capital Management
Vermont
$1.63M
CWM
77
Cornerstone Wealth Management
Missouri
$1.63M +$63.2K +768 +4%
CPFP
78
Clear Perspectives Financial Planning
Ohio
$1.57M +$1.57M +19,084 New
AIP
79
Ameritas Investment Partners
Nebraska
$1.55M +$141K +1,715 +10%
PCG
80
Private Capital Group
Connecticut
$1.52M -$24.2K -294 -2%
CB
81
Commerce Bank
Missouri
$1.51M
Citigroup
82
Citigroup
New York
$1.5M +$262K +3,179 +21%
AWS
83
AJ Wealth Strategies
New York
$1.49M -$21.4K -260 -1%
BDFN
84
Bond & Devick Financial Network
Minnesota
$1.48M +$1.48M +18,007 New
CCA
85
Cobblestone Capital Advisors
New York
$1.46M +$211K +2,569 +17%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M +$473K +5,743 +49%
NAM
87
North American Management
Massachusetts
$1.42M -$30.1K -365 -2%
MA
88
Mutual Advisors
Nebraska
$1.4M +$182K +2,208 +15%
LGWM
89
Litman Gregory Wealth Management
California
$1.36M -$13.1K -159 -1%
FIG
90
FundX Investment Group
California
$1.34M
KAS
91
Kestra Advisory Services
Texas
$1.34M +$1.33M +16,255 +31,260%
VFA
92
Voya Financial Advisors
Connecticut
$1.32M +$1.32M +16,143 New
BAAM
93
Baker Avenue Asset Management
California
$1.28M +$103K +1,252 +9%
TF
94
TIAA FSB
Florida
$1.27M +$1.27M +15,402 New
RWM
95
Ritholtz Wealth Management
New York
$1.26M +$95.9K +1,165 +8%
PSUF
96
People's United Financial
Connecticut
$1.26M +$148K +1,799 +13%
CG
97
Colony Group
Massachusetts
$1.26M +$217K +2,641 +21%
PPA
98
Parametric Portfolio Associates
Washington
$1.19M -$130K -1,584 -10%
GAM
99
Gould Asset Management
California
$1.18M -$34.6K -420 -3%
FCH
100
Freestone Capital Holdings
Washington
$1.17M +$165 +2 +0%