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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$59.1M
2
WP
2
WealthSource Partners
California
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.98M
4
KWM
4
Keebeck Wealth Management
Illinois
$2.75M
5
RSWM
5
Robertson Stephens Wealth Management
California
$3.11M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.18M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$1.77B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GIA
5
Goodwin Investment Advisory
Georgia
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$2.27M +$1.84M +27,780 +429%
CIAS
27
CFS Investment Advisory Services
New Jersey
$2.18M -$88.9M -1,339,856 -98%
LPL Financial
28
LPL Financial
California
$2.08M +$109K +1,634 +6%
MFA
29
Mayflower Financial Advisors
Massachusetts
$2.07M +$1.58M +23,721 +316%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.03M +$302K +4,541 +17%
WA
31
Wealth Alliance
New York
$2.02M +$33.7K +507 +2%
Bank of America
32
Bank of America
North Carolina
$1.82M -$56.2K -847 -3%
BFA
33
Bluestem Financial Advisors
Illinois
$1.79M +$299K +4,508 +20%
CWS
34
Cypress Wealth Services
California
$1.68M +$556K +8,378 +50%
Wells Fargo
35
Wells Fargo
California
$1.58M -$273K -4,105 -15%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.56M +$1.3M +19,511 +495%
Stifel Financial
37
Stifel Financial
Missouri
$1.48M +$23.6K +356 +2%
SPIA
38
Steward Partners Investment Advisory
New York
$1.33M – – –
Jane Street
39
Jane Street
New York
$1.32M -$1.96M -29,594 -60%
BDF
40
Balasa Dinverno & Foltz
$1.31M +$129K +1,945 +11%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.23M +$1M +15,098 +439%
FWP
42
Firethorn Wealth Partners
Georgia
$1.2M +$27.9K +390 +2%
SWA
43
Stratos Wealth Advisors
Ohio
$1.2M +$378K +5,692 +46%
LWAC
44
Laurel Wealth Advisors (California)
California
$1.12M +$859K +12,944 +335%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$66 +1 +0%
FF
46
Friedenthal Financial
New Jersey
$1.01M +$12K +180 +1%
OFG
47
Omega Financial Group
California
$995K +$701K +10,564 +239%
William Blair & Company
48
William Blair & Company
Illinois
$955K +$1.2K +18 +0.1%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$939K +$939K +14,150 New
OAP
50
One Advisory Partners
Kansas
$928K +$259K +3,901 +39%
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