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iShares ESG Optimized MSCI USA ETF

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M +$8.19M +122,186 +9%
Morgan Stanley
2
Morgan Stanley
New York
$41.3M +$6.54M +97,546 +19%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$38.2M +$1.37M +20,414 +4%
UBS Group
4
UBS Group
Switzerland
$28.9M +$5.43M +81,022 +23%
Wells Fargo
5
Wells Fargo
California
$26M -$397K -5,924 -2%
Ameriprise
6
Ameriprise
Minnesota
$24.6M +$1.32M +19,628 +6%
LPL Financial
7
LPL Financial
California
$12.7M +$533K +7,948 +4%
MWM
8
Mission Wealth Management
California
$11.6M +$1.58M +23,530 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.6M +$3.63M +54,234 +46%
Truist Financial
10
Truist Financial
North Carolina
$10.9M +$9.9M +147,702 +953%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$10.2M +$152K +2,268 +2%
PFO
12
Pathstone Family Office
New Jersey
$9.69M +$797K +1,190 +9%
RJA
13
Raymond James & Associates
Florida
$9.55M +$1.3M +19,468 +16%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$9.46M +$1.07M +15,904 +13%
Betterment LLC
15
Betterment LLC
New York
$9.32M +$392K +5,848 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.54M +$1.99M +29,632 +30%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.94M +$438K +6,534 +6%
Mariner
18
Mariner
Kansas
$6.18M -$274K -4,094 -4%
TF
19
Tompkins Financial
New York
$5.79M +$345K +5,144 +6%
EI
20
Ellevest Inc
New York
$5.36M +$600K +8,954 +13%
SCA
21
Snowden Capital Advisors
New York
$4.56M -$73K -1,090 -2%
GC
22
Garde Capital
Washington
$4.26M +$842K +12,570 +25%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.18M +$280K +4,184 +7%
Goldman Sachs
24
Goldman Sachs
New York
$3.95M +$1.78M +26,616 +82%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.74M +$1.11M +16,576 +42%