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iShares ESG Optimized MSCI USA ETF

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
201
FAS Wealth Partners
Kansas
$110K +$110K +1,648 New
IWP
202
IAG Wealth Partners
Wisconsin
$108K +$108K +1,604 New
ACM
203
Anfield Capital Management
California
$107K +$107K +1,544 New
HIA
204
Harbor Investment Advisory
Maryland
$105K +$105K +1,574 New
BBA
205
Braun-Bostich & Associates
Pennsylvania
$104K +$104K +1,544 New
ASN
206
Advisory Services Network
Georgia
$101K +$101K +1,500 New
PAI
207
Pittenger & Anderson Inc
Nebraska
$98K +$6.71K +100 +7%
CCM
208
Cribstone Capital Management
Maine
$95K -$29.1K -434 -23%
GAM
209
Gemmer Asset Management
California
$84K +$800 +12 +1%
NSIM
210
North Star Investment Management
Illinois
$82K +$31.5K +470 +62%
BWP
211
Baldwin Wealth Partners
Massachusetts
$81K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$80K
HI
213
Hudock Inc
Pennsylvania
$74K +$268 +4 +0.4%
AF
214
Advisornet Financial
Minnesota
$71K
MWP
215
MYCIO Wealth Partners
Pennsylvania
$67K
APC
216
Aspire Private Capital
North Carolina
$67K
FWM
217
Focused Wealth Management
New York
$64K
PCIA
218
Prime Capital Investment Advisors
Kansas
$64K +$27.6K +410 +76%
CAC
219
Certified Advisory Corp
Florida
$55K +$133 +2 +0.2%
FEG
220
Financial Enhancement Group
Indiana
$49K -$8.12K -122 -14%
WEC
221
Winslow Evans & Crocker
Massachusetts
$42K
IA
222
IFP Advisors
Florida
$41K
ATC
223
Adirondack Trust Company
New York
$40K
1IA
224
1834 Investment Advisors
Wisconsin
$40K
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$26.1K +392 +202%