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iShares ESG Optimized MSCI USA ETF

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

30% more capital invested

Capital invested by funds: $212M → $275M (+$63M)

14.49% more ownership

Funds ownership: 74.9%89.38% (+14%)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$74.2M +$32.3M +624,526 +78%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$24.5M +$1.34M +25,940 +6%
Morgan Stanley
3
Morgan Stanley
New York
$23.1M +$2.07M +39,904 +10%
Wells Fargo
4
Wells Fargo
California
$16.8M +$639K +12,338 +4%
UBS Group
5
UBS Group
Switzerland
$9.46M +$410K +7,910 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.13M +$1.67M +32,200 +22%
SB
7
Suntrust Banks
Georgia
$8.23M +$5.19M +100,178 +175%
LPL Financial
8
LPL Financial
California
$5.87M +$300K +5,796 +5%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$5.43M +$5.39M +104,000 New
PWM
10
Patriot Wealth Management
Texas
$5M +$2.18M +42,126 +79%
HPWM
11
Highland Private Wealth Management
Washington
$4.81M +$55.9K +1,080 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.68M +$370K +7,154 +9%
ACM
13
Avalon Capital Management
California
$3.63M -$10.4K -200 -0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.43M +$168K +3,242 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.37M +$61.2K +1,182 +2%
Goldman Sachs
16
Goldman Sachs
New York
$3.32M +$2.39M +46,086 +265%
TF
17
Tompkins Financial
New York
$2.65M +$60.8K +1,174 +2%
Northern Trust
18
Northern Trust
Illinois
$2.63M +$1.96M +37,900 +303%
TSS
19
Two Sigma Securities
New York
$2.6M +$2.57M +49,706 New
TF
20
TIAA FSB
Florida
$2.48M -$300K -5,788 -11%
WTC
21
WhitTier Trust Company
Nevada
$2.37M
RJA
22
Raymond James & Associates
Florida
$2.21M +$62.1K +1,200 +3%
CA
23
Cetera Advisors
Colorado
$2.15M +$1.32M +25,490 +162%
Barclays
24
Barclays
United Kingdom
$1.97M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.88M +$7.25K +140 +0.4%