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iShares ESG Optimized MSCI USA ETF

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
201
WealthBridge Capital Management
Ohio
$551K +$18K +200 +3%
MIA
202
MMBG Investment Advisors
Florida
$547K
MF
203
Meridian Financial
Massachusetts
$546K -$18K -200 -3%
BSW
204
Buckingham Strategic Wealth
Missouri
$546K
CCM
205
Coldstream Capital Management
Washington
$543K -$12.6K -140 -2%
GSWM
206
Greenup Street Wealth Management
Michigan
$540K -$62.3K -693 -10%
EWA
207
EP Wealth Advisors
California
$536K -$433K -4,815 -45%
HCM
208
Hengehold Capital Management
Ohio
$536K
IIC
209
Integrated Investment Consultants
Michigan
$532K +$532K +5,908 New
SG
210
Sharper & Granite
California
$529K +$3.6K +40 +0.7%
FFA
211
First Foundation Advisors
California
$526K +$48.9K +543 +10%
WWM
212
WJ Wealth Management
Arizona
$526K -$41.4K -460 -7%
SVWAG
213
Sound View Wealth Advisors Group
Georgia
$524K
BJL
214
Brighton Jones LLC
Washington
$518K +$6.84K +76 +1%
EPP
215
ETF Portfolio Partners
Kansas
$515K -$10.3K -115 -2%
NB
216
NBT Bank
New York
$514K
NP
217
NorthRock Partners
Minnesota
$513K +$2.25K +25 +0.4%
APG
218
Abacus Planning Group
South Carolina
$512K +$59.3K +659 +13%
MFG
219
Monumental Financial Group
Maryland
$505K -$5.94K -66 -1%
PMG
220
ProVise Management Group
Florida
$501K -$9.09K -101 -2%
TCOV
221
Trust Company of Vermont
Vermont
$498K
PBO
222
Peoples Bank (Ohio)
Ohio
$494K -$22K -244 -4%
WDL
223
Well Done LLC
Michigan
$494K
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$488K -$3.24K -36 -0.7%
GWM
225
Grand Wealth Management
Michigan
$479K