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iShares ESG Optimized MSCI USA ETF

221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
83
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCFS
176
First Command Financial Services
Texas
$106K
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$106K +$492 +8 +0.5%
Deutsche Bank
178
Deutsche Bank
Germany
$101K +$10.9K +178 +12%
BlackRock
179
BlackRock
New York
$88K +$29.5K +480 +50%
PAI
180
Pittenger & Anderson Inc
Nebraska
$84K +$6.42K +104 +8%
CAN
181
Claraphi Advisory Network
United States
$79K +$79K +1,272 New
GAM
182
Gemmer Asset Management
California
$77K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$74K
BWP
184
Baldwin Wealth Partners
Massachusetts
$74K +$74K +1,202 New
FANJ
185
Financial Architects (New Jersey)
New Jersey
$72K -$11.6K -188 -14%
HI
186
Hudock Inc
Pennsylvania
$68K +$1.36K +22 +2%
AF
187
Advisornet Financial
Minnesota
$65K +$54.2K +880 +500%
MWP
188
MYCIO Wealth Partners
Pennsylvania
$62K
APC
189
Aspire Private Capital
North Carolina
$62K
FWM
190
Focused Wealth Management
New York
$59K
KWA
191
KCS Wealth Advisory
California
$54.8K +$54.8K +886 New
FEG
192
Financial Enhancement Group
Indiana
$53K
CAC
193
Certified Advisory Corp
Florida
$51K +$248 +4 +0.5%
NSIM
194
North Star Investment Management
Illinois
$47K +$47K +754 New
ADL
195
Asset Dedication LLC
California
$45K -$28.3K -454 -39%
WEC
196
Winslow Evans & Crocker
Massachusetts
$38K
ATC
197
Adirondack Trust Company
New York
$37K
1IA
198
1834 Investment Advisors
Wisconsin
$37K
IA
199
IFP Advisors
Florida
$37K +$37K +606 New
PCIA
200
Prime Capital Investment Advisors
Kansas
$34K +$11.2K +178 +49%