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iShares ESG Optimized MSCI USA ETF

130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
50
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
101
Cribstone Capital Management
Maine
$121K +$19.6K +400 +19%
OC
102
Oakworth Capital
Alabama
$120K +$49.1K +1,000 +69%
HA
103
Harfst & Associates
Wyoming
$120K +$120K +2,444 New
AG
104
Advisor Group
Arizona
$119K -$22.1K -448 -16%
AWM
105
AllSquare Wealth Management
New York
$119K
DSC
106
Duncker Streett & Co
Missouri
$105K
CWM
107
Cranbrook Wealth Management
Michigan
$105K
BAM
108
Barrett Asset Management
New York
$103K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$98K
WIM
110
Westside Investment Management
California
$94.2K +$94.2K +1,930 New
WAM
111
Watermark Asset Management
California
$93K +$93K +1,892 New
LNB
112
Ledyard National Bank
$72K
ADL
113
Asset Dedication LLC
California
$59K
FWM
114
Focused Wealth Management
New York
$51K -$98 -2 -0.2%
FANJ
115
Financial Architects (New Jersey)
New Jersey
$44K +$11K +224 +33%
NSIM
116
North Star Investment Management
Illinois
$36K
IA
117
IFP Advisors
Florida
$35K
WEC
118
Winslow Evans & Crocker
Massachusetts
$29.5K -$6.88K -140 -19%
MCM
119
Manchester Capital Management
Vermont
$26K +$10.5K +216 +68%
WAM
120
Wealthspire Advisors (Maryland)
Maryland
$24K -$107K -2,142 -82%
CDIA
121
Capital Directions Investment Advisors
Georgia
$18K
TC
122
Trust Company
Kansas
$18K
PG
123
Patten Group
Tennessee
$12K
SF
124
Synovus Financial
Georgia
$11K +$11K +226 New
ST
125
Smithfield Trust
Pennsylvania
$10K