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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
101
Winthrop Advisory Group
Massachusetts
$1.15M +$109K +1,321 +10%
BFA
102
Bluestem Financial Advisors
Illinois
$1.15M +$12.9K +157 +1%
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Missouri
$1.14M -$4.94K -60 -0.4%
CPIG
104
Chicago Partners Investment Group
Illinois
$1.14M -$85 -1 -0%
LWP
105
Laurel Wealth Planning
Minnesota
$1.12M +$1.12M +13,645 New
APP
106
Avantax Planning Partners
Iowa
$1.09M
JFA
107
JNBA Financial Advisors
Minnesota
$1.06M +$133K +1,610 +14%
NP
108
NorthRock Partners
Minnesota
$1.04M +$140K +1,705 +16%
MWM
109
MBE Wealth Management
Wisconsin
$1.03M +$103K +1,250 +11%
US Bancorp
110
US Bancorp
Minnesota
$1.02M -$16.3K -198 -2%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$1M +$1M +12,157 New
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$973K +$2.88K +35 +0.3%
TA
113
Tiedemann Advisors
New York
$969K
GT
114
Glenview Trust
Kentucky
$969K
GWM
115
Greenwich Wealth Management
Connecticut
$968K +$48.1K +584 +5%
BIA
116
Bigelow Investment Advisors
Maine
$941K +$28.6K +347 +3%
IFAM
117
Institutional & Family Asset Management
Colorado
$933K -$32.8K -399 -3%
CAN
118
Cetera Advisor Networks
California
$900K +$89.1K +1,081 +11%
Stifel Financial
119
Stifel Financial
Missouri
$886K +$215K +2,610 +32%
MIAN
120
Mariner Independent Advisor Network
Kansas
$843K +$843K +10,240 New
CA
121
Cetera Advisors
Colorado
$818K
MMA
122
Miracle Mile Advisors
California
$784K +$195K +2,374 +33%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$770K
SWP
124
Stratos Wealth Partners
Ohio
$762K +$1.65K +20 +0.2%
RCA
125
Resonant Capital Advisors
Wisconsin
$749K +$749K +9,095 New