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iShares ESG Optimized MSCI USA ETF

209 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
92
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$73K -$30.4K -500 -29%
ADL
177
Asset Dedication LLC
California
$72K +$5.63K +92 +8%
TRCT
178
Tower Research Capital (TRC)
New York
$69K +$3.06K +50 +5%
HI
179
Hudock Inc
Pennsylvania
$65K +$241 +4 +0.4%
APC
180
Aspire Private Capital
North Carolina
$61K
MWP
181
MYCIO Wealth Partners
Pennsylvania
$61K +$61K +1,000 New
FWM
182
Focused Wealth Management
New York
$58K
BlackRock
183
BlackRock
New York
$58K +$53.7K +884 +1,263%
FEG
184
Financial Enhancement Group
Indiana
$52K
AC
185
Avestar Capital
New York
$51K +$51K +850 New
CAC
186
Certified Advisory Corp
Florida
$50K +$122 +2 +0.2%
AC
187
Arjuna Capital
North Carolina
$43K +$43K +700 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$42.4K
WEC
189
Winslow Evans & Crocker
Massachusetts
$38K
ATC
190
Adirondack Trust Company
New York
$37K
1IA
191
1834 Investment Advisors
Wisconsin
$37K
SBA
192
Secrest Blakey & Associates
North Carolina
$26K +$122 +2 +0.5%
PCIA
193
Prime Capital Investment Advisors
Kansas
$22K +$22K +364 New
FHA
194
First Horizon Advisors
Tennessee
$19K
SF
195
Synovus Financial
Georgia
$15K
TC
196
Trust Company
Kansas
$15K
APA
197
American Portfolios Advisors
New York
$14.6K
GRP
198
Global Retirement Partners
California
$13K +$729 +12 +6%
CYG
199
Clean Yield Group
Vermont
$12K
PWMG
200
Prestige Wealth Management Group
New Jersey
$12K +$12K +204 New