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iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$165M +$14M +169,739 +9%
Morgan Stanley
2
Morgan Stanley
New York
$123M +$24.7M +299,543 +25%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$84.4M +$27.2M +329,857 +47%
ST
4
Spinnaker Trust
Maine
$81.3M +$430K +5,223 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$58.6M +$6.14M +74,157 +12%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$55.5M +$2.38M +28,957 +4%
UBS Group
7
UBS Group
Switzerland
$50.9M +$1.75M +21,195 +4%
Wells Fargo
8
Wells Fargo
California
$46.9M +$6.79M +82,477 +17%
LPL Financial
9
LPL Financial
California
$44.9M +$6.32M +76,754 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34.1M +$7.6M +92,279 +29%
Betterment LLC
11
Betterment LLC
New York
$27M -$760K -9,234 -3%
MWM
12
Mission Wealth Management
California
$19.6M +$1.27M +15,411 +7%
Deutsche Bank
13
Deutsche Bank
Germany
$17.9M +$15.2M +184,096 +559%
RJA
14
Raymond James & Associates
Florida
$14.4M +$7.07M +85,919 +97%
Truist Financial
15
Truist Financial
North Carolina
$14.3M -$221K -2,680 -2%
M&T Bank
16
M&T Bank
New York
$11.8M +$45K +546 +0.4%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$11.8M +$19.3K +234 +0.2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$11.7M -$298K -3,615 -2%
EI
19
Ellevest Inc
New York
$10.8M +$1.22M +14,758 +13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$10.6M +$1.19M +14,396 +13%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.5M -$4.87M -59,110 -32%
BlackRock
22
BlackRock
New York
$10.4M +$3.11M +37,752 +43%
MD
23
Money Design
Japan
$9.96M +$9.96M +121,579 New
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$7.82M +$7.82M +95,000 New
Mariner
25
Mariner
Kansas
$7.72M