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iShares ESG Optimized MSCI USA ETF

209 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
92
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$196M +$29.7M +487,498 +18%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$29.8M -$152K -2,502 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$29.1M -$1.56M -25,556 -5%
Wells Fargo
4
Wells Fargo
California
$25.6M +$697K +11,438 +3%
UBS Group
5
UBS Group
Switzerland
$20.8M +$9.02M +148,104 +77%
Ameriprise
6
Ameriprise
Minnesota
$18.8M +$2.04M +33,512 +12%
LPL Financial
7
LPL Financial
California
$9.97M +$782K +12,836 +9%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$9.09M +$97.9K +1,606 +1%
MWM
9
Mission Wealth Management
California
$8.22M +$2.6M +42,650 +46%
Betterment LLC
10
Betterment LLC
New York
$8.11M +$1.25M +20,458 +18%
SB
11
Suntrust Banks
Georgia
$7.99M -$58.6K -962 -0.7%
RJA
12
Raymond James & Associates
Florida
$7.23M -$250K -4,098 -3%
M&T Bank
13
M&T Bank
New York
$7.2M +$688K +11,290 +11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.57M +$700K +11,488 +12%
HPWM
15
Highland Private Wealth Management
Washington
$6.14M +$1.16M +19,100 +23%
Mariner
16
Mariner
Kansas
$5.65M
Citadel Advisors
17
Citadel Advisors
Florida
$5.49M +$4.28M +70,260 +354%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.82M +$80.3K +1,318 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.74M +$394K +6,458 +9%
Jane Street
20
Jane Street
New York
$4.61M +$697K +11,442 +18%
TF
21
Tompkins Financial
New York
$4.47M +$206K +3,374 +5%
SCA
22
Snowden Capital Advisors
New York
$3.94M +$341K +5,594 +9%
EI
23
Ellevest Inc
New York
$3.87M +$3.55M +19,614 +1,090%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.52M +$573K +9,464 +19%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.13M -$111K -1,822 -3%