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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 %
BAM
151
Belpointe Asset Management
Nevada
$512K +$5.93K +72 +1%
OWA
152
Opal Wealth Advisors
New York
$491K +$491K +5,962 New
CCM
153
Coldstream Capital Management
Washington
$487K
FCI
154
Financial Counselors Inc
Kansas
$485K
HA
155
Harborview Advisors
Maine
$478K +$94.5K +1,148 +25%
TWM
156
TriaGen Wealth Management
California
$470K +$470K +5,709 New
WCFA
157
Walkner Condon Financial Advisors
Wisconsin
$458K
PCM
158
Parsons Capital Management
Rhode Island
$451K +$31.4K +381 +7%
Franklin Resources
159
Franklin Resources
California
$450K
EH
160
Equitable Holdings
New York
$448K +$53.4K +648 +14%
LB
161
Leo Brokerage
Texas
$447K +$10.7K +130 +2%
RC
162
RegentAtlantic Capital
New Jersey
$446K
EDRIA
163
Edmonds Duncan Registered Investment Advisors
Kansas
$446K
AA
164
Addison Advisors
Vermont
$445K +$445K +5,399 New
FNWM
165
Financial Network Wealth Management
Utah
$445K +$445K +5,408 New
WDL
166
Well Done LLC
Michigan
$443K
RF
167
Rollins Financial
Georgia
$440K +$440K +5,341 New
PA
168
PFG Advisors
Arizona
$438K +$47.6K +577 +12%
Members Trust
169
Members Trust
Florida
$435K
WFA
170
West Financial Advisors
Iowa
$428K +$428K +5,200 New
CAC
171
Core Alternative Capital
Georgia
$423K -$10.7K -130 -2%
FANJ
172
Financial Architects (New Jersey)
New Jersey
$418K +$4.12K +50 +1%
PMG
173
ProVise Management Group
Florida
$413K +$83.9K +1,020 +26%
TCOV
174
Trust Company of Vermont
Vermont
$408K +$36.6K +444 +10%
CRCM
175
Corbett Road Capital Management
Virginia
$404K -$30.7K -373 -7%