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iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$701K 6,600
MGWM
202
Marks Group Wealth Management
Minnesota
$701K 6,593 +6,593 New
NL
203
NEPC LLC
Massachusetts
$698K 6,569 +5,355 +441%
SWA
204
Sax Wealth Advisors
New Jersey
$697K 6,556 +90 +1%
BAM
205
Belpointe Asset Management
Nevada
$684K 6,438 -172 -3%
WFA
206
West Financial Advisors
Iowa
$680K 6,401 -247 -4%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$680K 6,401
PBO
208
Peoples Bank (Ohio)
Ohio
$678K 6,383 -70 -1%
PCM
209
Parsons Capital Management
Rhode Island
$671K 6,312 -100 -2%
OFG
210
Oxford Financial Group
Indiana
$660K 6,212 -1 -0%
WWM
211
Western Wealth Management
Colorado
$650K 6,132 +6,132 New
Franklin Resources
212
Franklin Resources
California
$645K 6,068 +559 +10%
WS
213
Wedbush Securities
California
$637K 5,999 +1,553 +35%
PSC
214
Prentiss Smith & Co
Vermont
$632K 5,945 +414 +7%
WFAG
215
Wescott Financial Advisory Group
Pennsylvania
$630K 5,934 +891 +18%
SWM
216
Spire Wealth Management
Virginia
$623K 5,862 +39 +0.7%
UL
217
Unionview LLC
Washington
$619K 5,828 +5,828 New
BSW
218
Buckingham Strategic Wealth
Missouri
$618K 5,819 +142 +3%
Fiera Capital (Canada)
219
Fiera Capital (Canada)
Quebec, Canada
$614K 5,781 +5,781 New
TWM
220
TriaGen Wealth Management
California
$613K 5,766 -14 -0.2%
PA
221
Parallel Advisors
California
$613K 5,773 +5,059 +709%
WCM
222
WealthBridge Capital Management
Ohio
$588K 5,536 -2,156 -28%
GLA
223
Good Life Advisors
Pennsylvania
$586K 5,519 +268 +5%
WF
224
Warner Financial
Maryland
$583K 5,484 +5,484 New
FNWM
225
Financial Network Wealth Management
Utah
$575K 5,408