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iShares ESG Optimized MSCI USA ETF

131 hedge funds and large institutions have $212M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
42
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
101
Oakworth Capital
Alabama
$125K
HA
102
Harfst & Associates
Wyoming
$124K
CCM
103
Cribstone Capital Management
Maine
$123K -$3.59K -70 -3%
BCI
104
Brinker Capital Investments
Pennsylvania
$110K +$110K +2,160 New
CWM
105
Cranbrook Wealth Management
Michigan
$109K
GWM
106
Geneos Wealth Management
Colorado
$107K -$76.4K -1,500 -42%
AG
107
Advisor Group
Arizona
$106K -$17.8K -346 -14%
WAM
108
Watermark Asset Management
California
$97K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$94K -$13.4K -262 -12%
PAI
110
Pittenger & Anderson Inc
Nebraska
$92K +$92K +1,806 New
PCFFS
111
Pacific Center for Financial Services
California
$91K -$56.1K -1,098 -38%
PFO
112
Pathstone Family Office
New Jersey
$86K +$86K +1,682 New
BAM
113
Barrett Asset Management
New York
$79K -$28K -550 -26%
LNB
114
Ledyard National Bank
$75K
ADL
115
Asset Dedication LLC
California
$61K
FWM
116
Focused Wealth Management
New York
$53K
NSIM
117
North Star Investment Management
Illinois
$48K +$11K +216 +30%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$46K
IA
119
IFP Advisors
Florida
$36K
WEC
120
Winslow Evans & Crocker
Massachusetts
$30.7K
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$25K
ATC
122
Adirondack Trust Company
New York
$20K +$10K +200 +100%
TC
123
Trust Company
Kansas
$18K
PG
124
Patten Group
Tennessee
$13K
SF
125
Synovus Financial
Georgia
$10K -$1.08K -22 -10%