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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 %
AWM
126
AllSquare Wealth Management
New York
$136K
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
CCM
128
Cribstone Capital Management
Maine
$129K
BCI
129
Brinker Capital Investments
Pennsylvania
$122K
CWM
130
Cranbrook Wealth Management
Michigan
$121K
Manulife (Manufacturers Life Insurance)
131
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$23.8K +420 +25%
GWM
132
Geneos Wealth Management
Colorado
$113K
BWA
133
BDO Wealth Advisors
Florida
$113K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$113K +$67.8K +1,200 +150%
WAM
135
Watermark Asset Management
California
$108K
SEIA
136
Signature Estate & Investment Advisors
California
$103K -$790 -14 -0.8%
BAM
137
Barrett Asset Management
New York
$102K +$14.2K +250 +16%
CF
138
Centaurus Financial
California
$97K +$97K +1,718 New
AG
139
Advisor Group
Arizona
$96K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$90K
SWM
141
SeaCrest Wealth Management
New York
$87K
GAM
142
Gemmer Asset Management
California
$84K +$84K +1,490 New
LNB
143
Ledyard National Bank
$82K
SPIA
144
Steward Partners Investment Advisory
New York
$77K +$2.81K +50 +4%
PAI
145
Pittenger & Anderson Inc
Nebraska
$76K -$2.02K -36 -3%
FEG
146
Financial Enhancement Group
Indiana
$68K
HI
147
Hudock Inc
Pennsylvania
$68K +$25K +450 +58%
LFA
148
Legacy Financial Advisors
Kentucky
$62K +$232 +4 +0.4%
FHA
149
First Horizon Advisors
Tennessee
$58K
IA
150
IFP Advisors
Florida
$55K -$15.9K -284 -22%