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iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M 3,190,806 +73,561 +2%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$220M 2,350,000 +2,350,000 New
Bank of America
3
Bank of America
North Carolina
$167M 1,786,183 -190,502 -10%
Morgan Stanley
4
Morgan Stanley
New York
$113M 1,204,716 -142,325 -11%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M 1,154,221 +60,653 +6%
Ameriprise
6
Ameriprise
Minnesota
$83.6M 890,455 +4,097 +0.5%
ST
7
Spinnaker Trust
Maine
$76.6M 817,991 -10,833 -1%
UBS Group
8
UBS Group
Switzerland
$61.1M 652,095 -31,746 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.6M 593,596 +56,403 +10%
M&T Bank
10
M&T Bank
New York
$50M 533,989 -5,103 -0.9%
Wells Fargo
11
Wells Fargo
California
$47.6M 508,804 -38,623 -7%
BlackRock
12
BlackRock
New York
$43.4M 463,051 +6,709 +1%
MWM
13
Mission Wealth Management
California
$40.1M 428,400 +17,284 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$36.4M 388,261 -68,768 -15%
Deutsche Bank
15
Deutsche Bank
Germany
$35.1M 374,973 -747 -0.2%
AA
16
Acorns Advisers
California
$31M 330,960 +15,771 +5%
LPL Financial
17
LPL Financial
California
$30.6M 326,803 -19,786 -6%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$27M 372,195 +371,118 +34,458%
EI
19
Ellevest Inc
New York
$24.6M 262,932 +3,990 +2%
SRWM
20
Shira Ridge Wealth Management
California
$24M 256,433 +2,799 +1%
MD
21
Money Design
Japan
$21.4M 228,825 -104,950 -31%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.4M 228,216 -20,405 -8%
Betterment LLC
23
Betterment LLC
New York
$20.8M 222,517 -7,958 -3%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$18.5M 198,041 -21,522 -10%
Truist Financial
25
Truist Financial
North Carolina
$18.1M 193,797 -7,704 -4%