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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

61 hedge funds and large institutions have $2.92B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
26
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.36B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.4M
3
OMC
3
Old Mission Capital
Illinois
$3.95M
4
FTUS
4
Flow Traders U.S.
New York
$3.17M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.44M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.61M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$626K
4
Citadel Advisors
4
Citadel Advisors
Florida
$257K
5
UAS
5
United Asset Strategies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
26
Kalos Management
Georgia
$639K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$626K -$1.6M -21,249 -72%
Morgan Stanley
28
Morgan Stanley
New York
$611K +$611K +8,137 New
RSWM
29
Robertson Stephens Wealth Management
California
$589K – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$575K +$145K +1,927 +34%
BDF
31
Balasa Dinverno & Foltz
$539K +$539K +7,176 New
CAG
32
Csenge Advisory Group
Florida
$533K +$250K +3,315 +88%
FF
33
Friedenthal Financial
New Jersey
$530K +$530K +7,053 New
CFSG
34
Community Financial Services Group
Vermont
$505K +$505K +6,727 New
Truist Financial
35
Truist Financial
North Carolina
$484K – – –
PCMC
36
Private Capital Management (Colorado)
Colorado
$476K +$118K +1,572 +33%
Jane Street
37
Jane Street
New York
$419K -$73.9K -983 -15%
KFP
38
KB Financial Partners
New Jersey
$382K -$3.38K -45 -0.9%
RCS
39
Retirement Capital Strategies
California
$368K – – –
Stifel Financial
40
Stifel Financial
Missouri
$360K +$33.6K +447 +10%
OCM
41
One Capital Management
California
$308K – – –
Bank of New York Mellon
42
Bank of New York Mellon
New York
$305K – – –
DT
43
Diversified Trust
Tennessee
$303K – – –
SFG
44
SNS Financial Group
Minnesota
$302K +$22.5K +300 +8%
Citadel Advisors
45
Citadel Advisors
Florida
$257K -$1.4M -18,648 -84%
WA
46
Wealth Alliance
New York
$254K -$2.4K -32 -0.9%
FCM
47
Firestone Capital Management
Florida
$210K +$32.8K +436 +18%
PA
48
Parallel Advisors
California
$207K – – –
TCM
49
Triumph Capital Management
Colorado
$205K +$205K +2,679 New
AWA
50
Arkadios Wealth Advisors
Georgia
$166K +$44.9K +601 +37%
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