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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 %
SPC
126
Sigma Planning Corp
Michigan
$704K +$96.6K +1,174 +16%
AAS
127
Avantax Advisory Services
Texas
$686K -$402K -4,875 -37%
PBO
128
Peoples Bank (Ohio)
Ohio
$679K -$33.6K -408 -5%
PFO
129
Pathstone Family Office
New Jersey
$671K -$147K -1,786 -18%
SFS
130
Sowell Financial Services
Arkansas
$666K -$94.3K -1,146 -12%
AAP
131
Arax Advisory Partners
Colorado
$636K
ZAM
132
Zevin Asset Management
Massachusetts
$626K -$98.8K -1,200 -14%
SAS
133
Sanford Advisory Services
Michigan
$622K +$622K +7,548 New
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$615K
BJL
135
Brighton Jones LLC
Washington
$612K -$595K -7,228 -49%
ASN
136
Advisory Services Network
Georgia
$607K +$284K +3,444 +88%
PSC
137
Prentiss Smith & Co
Vermont
$599K +$45.1K +547 +8%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$595K -$499K
AGA
139
Arkos Global Advisors
Texas
$593K -$49.6K -602 -8%
BOS
140
Bingham Osborn & Scarborough
California
$588K -$5.77K -70 -1%
MFA
141
McClarren Financial Advisors
Pennsylvania
$558K +$558K +6,788 New
AFG
142
Affinia Financial Group
Massachusetts
$552K +$37K +449 +7%
QCM
143
Quest Capital Management
Texas
$552K +$552K +6,700 New
BB
144
Bell Bank
North Dakota
$550K -$47.9K -582 -8%
PGA
145
Portland Global Advisors
Maine
$539K
WWM
146
Western Wealth Management
Colorado
$539K +$54.7K +664 +11%
SPL
147
Smart Portfolios LLC
Washington
$536K +$98.5K +1,196 +23%
OFG
148
Oxford Financial Group
Indiana
$533K
Bank of New York Mellon
149
Bank of New York Mellon
New York
$527K -$321K -3,899 -38%
MGIA
150
Moneta Group Investment Advisors
Missouri
$520K +$412 +5 +0.1%