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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 %
FWM
151
Focused Wealth Management
New York
$54K -$5.12K -90 -9%
NSIM
152
North Star Investment Management
Illinois
$53K
ADL
153
Asset Dedication LLC
California
$52K
CAC
154
Certified Advisory Corp
Florida
$46K
RCAG
155
Rehmann Capital Advisory Group
Michigan
$39.3K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36K +642 New
WEC
157
Winslow Evans & Crocker
Massachusetts
$34K
1IA
158
1834 Investment Advisors
Wisconsin
$34K
HNB
159
Huntington National Bank
Ohio
$28K
WAM
160
Wealthspire Advisors (Maryland)
Maryland
$28K
MSA
161
Marino Stram & Associates
Massachusetts
$25K
ATC
162
Adirondack Trust Company
New York
$23K
Deutsche Bank
163
Deutsche Bank
Germany
$16K -$6.7K -118 -30%
TC
164
Trust Company
Kansas
$14K -$7K -120 -33%
PG
165
Patten Group
Tennessee
$14K
SF
166
Synovus Financial
Georgia
$12K
ST
167
Smithfield Trust
Pennsylvania
$11K
RWP
168
RWA Wealth Partners
Massachusetts
$11K
APA
169
American Portfolios Advisors
New York
$6.77K
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$6K
BlackRock
171
BlackRock
New York
$4K -$4.76K -88 -54%
PMG
172
ProVise Management Group
Florida
$219
Jane Street
173
Jane Street
New York
-$2.1M -37,836 Closed
MHI
174
Miller Howard Investments
New York
-$213K -3,840 Closed
MCWS
175
McKinley Carter Wealth Services
West Virginia
-$68K -1,224 Closed