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iShares ESG Optimized MSCI USA ETF

177 hedge funds and large institutions have $361M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Greenwich Wealth Management
Connecticut
$312K -$15.6K -262 -5%
BOS
102
Bingham Osborn & Scarborough
California
$309K
BIA
103
Bigelow Investment Advisors
Maine
$304K +$304K +5,100 New
Baird Financial Group
104
Baird Financial Group
Wisconsin
$299K -$1.93K -32 -0.6%
SWP
105
Stratos Wealth Partners
Ohio
$291K +$35.7K +600 +14%
TCOV
106
Trust Company of Vermont
Vermont
$284K
RC
107
RegentAtlantic Capital
New Jersey
$277K
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$269K +$28.9K +484 +12%
MGIA
109
Moneta Group Investment Advisors
Missouri
$263K
RG
110
Rikoon Group
New Mexico
$261K
PCFFS
111
Pacific Center for Financial Services
California
$260K +$358 +6 +0.1%
DADC
112
D.A. Davidson & Co
Montana
$253K -$2.15K -36 -0.8%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$2.98K -50 -1%
BBA
114
Braun-Bostich & Associates
Pennsylvania
$250K +$92K +1,544 +58%
HA
115
Harborview Advisors
Maine
$242K +$9.57K +160 +4%
BTS
116
BB&T Securities
Virginia
$239K +$3.45K +58 +1%
HB
117
Homrich & Berg
Georgia
$239K +$239K +4,000 New
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$235K
CIBC World Market
119
CIBC World Market
Ontario, Canada
$227K
AG
120
Advisor Group
Arizona
$222K +$120K +2,006 +118%
OCM
121
One Capital Management
California
$218K +$119 +2 +0.1%
EVM
122
Eaton Vance Management
Massachusetts
$217K
BFEC
123
Benjamin F. Edwards & Company
Missouri
$217K
Comerica Bank
124
Comerica Bank
Texas
$216K
PMG
125
ProVise Management Group
Florida
$213K -$19.6K -328 -8%