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iShares ESG Optimized MSCI USA ETF

172 hedge funds and large institutions have $318M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
61
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
101
Moneta Group Investment Advisors
Missouri
$248K
RG
102
Rikoon Group
New Mexico
$248K +$248K +4,380 New
PCFFS
103
Pacific Center for Financial Services
California
$245K +$73.7K +1,308 +43%
SWP
104
Stratos Wealth Partners
Ohio
$242K +$2.26K +40 +0.9%
WSTAM
105
Wilbanks Smith & Thomas Asset Management
Virginia
$241K +$1.35K +24 +0.6%
DADC
106
D.A. Davidson & Co
Montana
$241K +$1.92K +34 +0.8%
PAG
107
Private Advisor Group
New Jersey
$237K -$229K -4,056 -49%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$227K +$1.13K +20 +0.5%
Comerica Bank
109
Comerica Bank
Texas
$226K
BTS
110
BB&T Securities
Virginia
$223K +$4.95K +88 +2%
EDRIA
111
Edmonds Duncan Registered Investment Advisors
Kansas
$222K
HA
112
Harborview Advisors
Maine
$219K +$219K +3,888 New
CIBC World Market
113
CIBC World Market
Ontario, Canada
$214K +$214K +3,796 New
OCM
114
One Capital Management
California
$206K
EVM
115
Eaton Vance Management
Massachusetts
$205K -$205K -3,630 -50%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$205K
MFS
117
McNamara Financial Services
Massachusetts
$202K -$9.14K -162 -4%
CAG
118
Crestwood Advisors Group
Massachusetts
$202K +$202K +3,470 New
CA
119
Callahan Advisors
Texas
$201K -$28.2K -500 -12%
AIM
120
Acropolis Investment Management
Missouri
$201K
NCM
121
New Capital Management
Texas
$157K
MA
122
MUFG Americas
New York
$155K
OC
123
Oakworth Capital
Alabama
$150K +$10.7K +190 +8%
BBA
124
Braun-Bostich & Associates
Pennsylvania
$150K +$15.2K +268 +11%
FFW
125
Fusion Family Wealth
New York
$141K -$33.8K -600 -19%