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iShares ESG Optimized MSCI USA ETF

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$1.01M +$1.01M +11,249 New
GA
152
GoalVest Advisory
New York
$997K +$516K +5,731 +107%
Franklin Resources
153
Franklin Resources
California
$996K +$95.5K +1,061 +11%
CL
154
Choreo LLC
Illinois
$989K
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$989K -$20.2K -224 -2%
FCH
156
Freestone Capital Holdings
Washington
$972K -$10.1K -112 -1%
GKWIM
157
Gerber Kawasaki Wealth & Investment Management
California
$939K -$21.1K -234 -2%
FIM
158
Fernwood Investment Management
Massachusetts
$912K +$4.5K +50 +0.5%
WIM
159
Westside Investment Management
California
$895K -$7.2K -80 -0.8%
JFA
160
JNBA Financial Advisors
Minnesota
$895K -$84.4K -938 -9%
MGIA
161
Moneta Group Investment Advisors
Missouri
$871K +$92.7K +1,030 +12%
T
162
TCWP
Ohio
$870K -$4.41K -49 -0.5%
MSA
163
Marino Stram & Associates
Massachusetts
$831K +$45K +500 +6%
RRA
164
Round Rock Advisors
Connecticut
$831K +$20.1K +223 +2%
RWM
165
Ritholtz Wealth Management
New York
$828K -$26.9K -299 -3%
GLA
166
Good Life Advisors
Pennsylvania
$820K -$48.9K -544 -6%
MA
167
Mutual Advisors
Nebraska
$815K -$7.56K -84 -0.9%
UIA
168
Ulland Investment Advisors
Minnesota
$799K
AIP
169
Ameritas Investment Partners
Nebraska
$793K -$26.5K -295 -3%
ACA
170
Affinity Capital Advisors
California
$774K -$2.89M -32,156 -79%
WP
171
WealthShield Partners
North Carolina
$768K -$15.4K -170 -2%
SPL
172
Smart Portfolios LLC
Washington
$767K -$30.2K -336 -4%
CCFM
173
Clear Creek Financial Management
Washington
$761K
TIA
174
Traphagen Investment Advisors
New Jersey
$734K
SAS
175
Stelac Advisory Services
New York
$728K +$728K +8,087 New