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iShares ESG Optimized MSCI USA ETF

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JFA
151
JNBA Financial Advisors
Minnesota
$920K 10,482 +30 +0.3%
WB
152
WesBanco Bank
West Virginia
$918K 10,465 +2,877 +38%
GKWIM
153
Gerber Kawasaki Wealth & Investment Management
California
$917K 10,450 -104 -1%
FIM
154
Fernwood Investment Management
Massachusetts
$882K 10,045 -107 -1%
WIM
155
Westside Investment Management
California
$876K 9,983 +19 +0.2%
MOS
156
MGO One Seven
Ohio
$862K 9,820 +9,820 New
T
157
TCWP
Ohio
$853K 9,714 -443 -4%
GLA
158
Good Life Advisors
Pennsylvania
$848K 9,664 +130 +1%
RWM
159
Ritholtz Wealth Management
New York
$841K 9,587 -141 -1%
AIP
160
Ameritas Investment Partners
Nebraska
$841K 9,580 +32 +0.3%
MA
161
Mutual Advisors
Nebraska
$824K 9,394 -1,480 -14%
UL
162
Unionview LLC
Washington
$798K 9,090 -693 -7%
RRA
163
Round Rock Advisors
Connecticut
$791K 9,007 +2 +0%
CA
164
Clearstead Advisors
Ohio
$787K 8,971
UIA
165
Ulland Investment Advisors
Minnesota
$779K 8,880
SPL
166
Smart Portfolios LLC
Washington
$773K 8,811 +8 +0.1%
WP
167
WealthShield Partners
North Carolina
$766K 8,733 +118 +1%
MSA
168
Marino Stram & Associates
Massachusetts
$765K 8,714 +714 +9%
MGIA
169
Moneta Group Investment Advisors
Missouri
$765K 8,711 +238 +3%
Stifel Financial
170
Stifel Financial
Missouri
$759K 8,645 -1,355 -14%
AAS
171
Ameritas Advisory Services
Nebraska
$758K 8,669 +113 +1%
Franklin Resources
172
Franklin Resources
California
$740K 8,433 -1,308 -13%
CCFM
173
Clear Creek Financial Management
Washington
$739K 8,418 -3,816 -31%
BB
174
Bell Bank
North Dakota
$725K 8,259
WCWM
175
Willow Creek Wealth Management
California
$722K 8,230