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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Parkside Advisors
California
$336K +$9.37K +114 +3%
5L
202
55I LLC
Massachusetts
$334K -$241K -2,934 -42%
JIC
203
Johnson Investment Counsel
Ohio
$333K
EWF
204
Epstein & White Financial
California
$331K +$15.4K +186 +5%
BWM
205
Bulltick Wealth Management
Florida
$329K +$329K +4,000 New
TNB
206
TCF National Bank
South Dakota
$321K +$4.28K +52 +1%
BSW
207
Buckingham Strategic Wealth
Missouri
$320K
SFG
208
SNS Financial Group
Minnesota
$314K -$226K -2,740 -42%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$312K +$83.9K +1,000 +37%
MKA
210
M. Kulyk & Associates
Georgia
$311K +$311K +3,776 New
OWP
211
Obermeyer Wealth Partners
Colorado
$311K +$311K +3,780 New
MFG
212
Merit Financial Group
Georgia
$310K +$52.5K +637 +20%
GWM
213
Geneos Wealth Management
Colorado
$305K +$116K +1,318 +61%
MWM
214
Modera Wealth Management
New Jersey
$303K
AC
215
Alexandria Capital
Virginia
$302K
SCG
216
Sonata Capital Group
Washington
$300K
MCWS
217
McKinley Carter Wealth Services
West Virginia
$299K -$19.9K -241 -6%
MFS
218
McNamara Financial Services
Massachusetts
$298K -$298K -2,023 -50%
AIM
219
Acropolis Investment Management
Missouri
$294K
PAI
220
Pittenger & Anderson Inc
Nebraska
$292K +$13K +158 +5%
EVM
221
Eaton Vance Management
Massachusetts
$291K
RCM
222
Radnor Capital Management
Pennsylvania
$288K
WCG
223
Weaver Consulting Group
California
$288K
CAG
224
Crestwood Advisors Group
Massachusetts
$286K
VHAM
225
Van Hulzen Asset Management
California
$285K