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iShares ESG Optimized MSCI USA ETF

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270292 (+22)

4.12% more ownership

Funds ownership: 104.63%108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$135M +$14.1M +195,300 +12%
Morgan Stanley
2
Morgan Stanley
New York
$88.1M -$171K -2,362 -0.2%
ST
3
Spinnaker Trust
Maine
$72.2M +$8.59M +118,876 +14%
JP Morgan Chase
4
JP Morgan Chase
New York
$50.7M +$25.1M +348,052 +100%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.5M +$2.95M +40,870 +7%
Ameriprise
6
Ameriprise
Minnesota
$46.6M +$2.12M +29,284 +5%
UBS Group
7
UBS Group
Switzerland
$43.9M +$153K +2,114 +0.4%
Wells Fargo
8
Wells Fargo
California
$35.8M +$7.05M +97,570 +25%
LPL Financial
9
LPL Financial
California
$34.5M +$6.18M +85,608 +22%
Betterment LLC
10
Betterment LLC
New York
$24.8M -$355K -4,910 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.7M +$4.88M +67,526 +27%
MWM
12
Mission Wealth Management
California
$16.3M +$1.18M +16,406 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.7M +$6.2M +85,862 +85%
Truist Financial
14
Truist Financial
North Carolina
$13M +$833K +11,530 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.7M +$382K +5,286 +4%
M&T Bank
16
M&T Bank
New York
$10.5M -$83.6K -1,158 -0.8%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$10.5M -$987K -13,668 -9%
EI
18
Ellevest Inc
New York
$8.55M +$985K +13,640 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.39M +$906K +12,542 +12%
Mariner
20
Mariner
Kansas
$6.89M
BlackRock
21
BlackRock
New York
$6.53M +$1.11M +15,376 +21%
RJA
22
Raymond James & Associates
Florida
$6.52M -$2.24M -30,982 -26%
TF
23
Tompkins Financial
New York
$6.4M -$4.04K -56 -0.1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.92M +$1.03M +14,324 +27%
Citadel Advisors
25
Citadel Advisors
Florida
$4.84M +$3.3M +45,752 +228%