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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.78M -$70.7K -755 -4%
OCM
102
One Capital Management
California
$1.73M
LNB
103
Ledyard National Bank
$1.73M -$281K -2,996 -14%
BAAM
104
Baker Avenue Asset Management
California
$1.71M +$10.9K +116 +0.6%
AWS
105
AJ Wealth Strategies
New York
$1.69M
BDFN
106
Bond & Devick Financial Network
Minnesota
$1.68M -$1.87K -20 -0.1%
OWA
107
One Wealth Advisors
California
$1.64M -$9.93K -106 -0.6%
Corient Private Wealth
108
Corient Private Wealth
Florida
$1.6M -$13.5K -144 -0.8%
TC
109
Trust Company
Kansas
$1.57M -$90.4K -965 -5%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$42.4K +453 +3%
HWM
111
HB Wealth Management
Georgia
$1.53M -$16.3K -174 -1%
AFG
112
Affinia Financial Group
Massachusetts
$1.53M -$38.4K -403 -2%
WAG
113
Winthrop Advisory Group
Massachusetts
$1.52M +$29.5K +315 +2%
MCCA
114
Mill Creek Capital Advisors
Pennsylvania
$1.5M -$211K -2,253 -12%
BIA
115
Bigelow Investment Advisors
Maine
$1.5M -$4.5K -48 -0.3%
LWMG
116
Levy Wealth Management Group
Pennsylvania
$1.47M +$128K +1,368 +10%
CPIG
117
Chicago Partners Investment Group
Illinois
$1.44M +$174K +1,820 +14%
GAM
118
Gould Asset Management
California
$1.43M +$32.8K +350 +2%
LGWM
119
Litman Gregory Wealth Management
California
$1.43M +$1.43M +15,251 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$1.39M -$104K -1,106 -7%
ECM
121
Evergreen Capital Management
Washington
$1.39M +$1.39M +14,802 New
JWCA
122
J.W. Cole Advisors
Florida
$1.37M -$124K -1,322 -8%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.35M -$28.7K -307 -2%
RG
124
Rathbones Group
United Kingdom
$1.31M
PA
125
Parkside Advisors
California
$1.31M -$601K -6,414 -32%