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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.

New
Increased
Maintained
Reduced
Closed
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 %
FWM
126
Fingerlakes Wealth Management
New York
$1.3M +$64K +683 +5%
AWM
127
Aprio Wealth Management
Georgia
$1.29M -$46.4K -495 -3%
Cerity Partners
128
Cerity Partners
New York
$1.29M +$83.6K +893 +7%
TF
129
TIAA FSB
Florida
$1.27M +$158K +1,682 +14%
EWM
130
Evercore Wealth Management
New York
$1.27M
Bank Julius Baer & Co
131
Bank Julius Baer & Co
Switzerland
$1.26M -$17.7K -189 -1%
EH
132
Equitable Holdings
New York
$1.25M -$58K -619 -4%
LNC
133
Lincoln National Corp
Pennsylvania
$1.25M +$57.5K +614 +5%
CA
134
Cetera Advisors
Colorado
$1.23M -$123K -1,317 -9%
RF
135
Rollins Financial
Georgia
$1.23M -$80.6K -861 -6%
UCFA
136
United Capital Financial Advisors
Texas
$1.2M
RCA
137
Resonant Capital Advisors
Wisconsin
$1.18M
AA
138
Addison Advisors
Vermont
$1.18M +$40.7K +435 +4%
Citigroup
139
Citigroup
New York
$1.17M -$322K -3,439 -22%
HI
140
Harbour Investments
Wisconsin
$1.16M -$7.68K -82 -0.7%
APP
141
Avantax Planning Partners
Iowa
$1.15M
SS
142
Sound Stewardship
Kansas
$1.14M +$936 +10 +0.1%
NL
143
NEPC LLC
Massachusetts
$1.13M +$413K +4,414 +58%
PFO
144
Pathstone Family Office
New Jersey
$1.13M +$375 +4 +0%
BPA
145
Beacon Pointe Advisors
California
$1.12M -$685K -7,313 -38%
AAS
146
Avantax Advisory Services
Texas
$1.11M +$58.6K +626 +6%
GT
147
Glenview Trust
Kentucky
$1.1M
DC
148
Destiny Capital
Colorado
$1.1M
BFA
149
Bluestem Financial Advisors
Illinois
$1.09M -$26.1K -279 -2%
PGA
150
Portland Global Advisors
Maine
$1.07M