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iShares ESG MSCI USA Leaders ETF

90 hedge funds and large institutions have $3.29B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+30
Holders Change %
+50%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
30
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$1.47M
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$334K +3,958 +33%
BDF
28
Balasa Dinverno & Foltz
$1.34M +$614K +7,274 +84%
FF
29
Friedenthal Financial
New Jersey
$1.23M +$42.4K +503 +4%
William Blair & Company
30
William Blair & Company
Illinois
$1.21M +$1.35K +16 +0.1%
FWP
31
Firethorn Wealth Partners
Georgia
$948K +$948K +11,241 New
SFG
32
SNS Financial Group
Minnesota
$941K +$252K +2,992 +37%
CFSG
33
Community Financial Services Group
Vermont
$926K +$298K +3,537 +48%
KM
34
Kalos Management
Georgia
$898K +$58.7K +701 +7%
PCMC
35
Private Capital Management (Colorado)
Colorado
$767K +$202K +2,392 +36%
PO
36
Private Ocean
California
$744K -$158K -1,867 -17%
RJA
37
Raymond James & Associates
Florida
$728K -$48.2K -572 -6%
CIAS
38
CFS Investment Advisory Services
New Jersey
$726K +$726K +9,182 New
DAS
39
Dynamic Advisor Solutions
Arizona
$698K -$112K -1,331 -14%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$677K +$677K +8,028 New
RSWM
41
Robertson Stephens Wealth Management
California
$662K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$646K +$15K +178 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$608K +$35.3K +418 +6%
CAG
44
Csenge Advisory Group
Florida
$533K -$248K -3,281 -32%
EVM
45
Eaton Vance Management
Massachusetts
$523K
KFP
46
KB Financial Partners
New Jersey
$519K +$36.3K +430 +8%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$493K +$305K +3,612 +162%
ICM
48
IMS Capital Management
Oregon
$477K +$477K +5,650 New
COCM
49
Charter Oak Capital Management
New Hampshire
$464K +$84.4K +1,000 +22%
RCS
50
Retirement Capital Strategies
California
$413K