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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
76
WhitTier Trust Company
Nevada
$2.51M +$72.4K +773 +3%
CG
77
Colony Group
Massachusetts
$2.43M -$92.8K -991 -4%
CCM
78
Colorado Capital Management
Colorado
$2.41M +$1.13K +10 +0%
B
79
Bailard
California
$2.37M +$69.6K +743 +3%
SB
80
Simmons Bank
Arkansas
$2.33M -$933K -9,964 -29%
CAM
81
Cresset Asset Management
Illinois
$2.29M +$426K +4,549 +23%
ADL
82
Asset Dedication LLC
California
$2.23M -$4.03K -43 -0.2%
VWA
83
VERITY Wealth Advisors
United States
$2.21M +$95.1K +1,016 +5%
William Blair & Company
84
William Blair & Company
Illinois
$2.19M +$5.99K +64 +0.3%
CCA
85
Cobblestone Capital Advisors
New York
$2.19M +$106K +1,127 +5%
CAN
86
Cetera Advisor Networks
California
$2.15M -$217K -2,320 -9%
KAS
87
Kestra Advisory Services
Texas
$2.1M -$197K -2,106 -9%
SCA
88
Snowden Capital Advisors
New York
$1.99M -$306K -3,268 -13%
ASN
89
Advisory Services Network
Georgia
$1.99M +$14.1K +151 +0.7%
CWM
90
Cornerstone Wealth Management
Missouri
$1.99M +$173K +1,852 +10%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$1.98M
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.98M -$152K -1,628 -7%
LFASL
93
Lugano Financial Advisors SA (LFA)
Switzerland
$1.93M
Goldman Sachs
94
Goldman Sachs
New York
$1.91M -$5.42M -57,859 -74%
MIA
95
Milestone Investment Advisors
Wisconsin
$1.84M -$41.7K -445 -2%
WANY
96
Wealthspire Advisors (New York)
New York
$1.82M
HSBC Holdings
97
HSBC Holdings
United Kingdom
$1.81M -$259K -2,800 -13%
CB
98
Commerce Bank
Missouri
$1.8M -$30.9K -330 -2%
FTUS
99
Flow Traders U.S.
New York
$1.8M +$1.8M +19,192 New
HWA
100
Hilltop Wealth Advisors
North Carolina
$1.79M -$254K -2,713 -12%