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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 %
EWA
151
EP Wealth Advisors
California
$1.06M +$526K +5,368 +99%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$1.05M -$94.5K -1,009 -8%
WB
153
WesBanco Bank
West Virginia
$1.03M +$47.3K +505 +5%
CL
154
Choreo LLC
Illinois
$1.03M
FCH
155
Freestone Capital Holdings
Washington
$1.02M -$75.4K -805 -7%
JFA
156
JNBA Financial Advisors
Minnesota
$1.02M +$37.4K +399 +4%
FA
157
Fountainhead AM
New Jersey
$1.01M -$87.4K -933 -8%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$999K +$20.4K +218 +2%
AWS
159
Atria Wealth Solutions
New York
$992K +$749K +8,003 +308%
FIM
160
Fernwood Investment Management
Massachusetts
$945K +$4.21K +45 +0.4%
WIM
161
Westside Investment Management
California
$939K +$4.31K +46 +0.5%
Franklin Resources
162
Franklin Resources
California
$937K +$147K +1,575 +19%
T
163
TCWP
Ohio
$910K
GLA
164
Good Life Advisors
Pennsylvania
$905K -$94 -1 -0%
RWM
165
Ritholtz Wealth Management
New York
$890K -$7.68K -82 -0.9%
MA
166
Mutual Advisors
Nebraska
$856K -$23.8K -254 -3%
AIP
167
Ameritas Investment Partners
Nebraska
$853K -$43.7K -467 -5%
RRA
168
Round Rock Advisors
Connecticut
$844K +$94 +1 +0%
CA
169
Clearstead Advisors
Ohio
$840K
UIA
170
Ulland Investment Advisors
Minnesota
$832K
SPL
171
Smart Portfolios LLC
Washington
$830K +$4.78K +51 +0.6%
MSA
172
Marino Stram & Associates
Massachusetts
$818K +$2.06K +22 +0.3%
WP
173
WealthShield Partners
North Carolina
$812K -$5.62K -60 -0.7%
MGIA
174
Moneta Group Investment Advisors
Missouri
$810K -$5.62K -60 -0.7%
CCFM
175
Clear Creek Financial Management
Washington
$788K