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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

114 hedge funds and large institutions have $2.3B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
48
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$15M
2
Jane Street
2
Jane Street
New York
$6.35M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.04M
4
WAL
4
W Advisors LLC
Tennessee
$4.68M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.73M

Top Sellers

1
WP
1
WealthSource Partners
California
$5.37M
2
SFS
2
Security Financial Services
Indiana
$0
3
NCM
3
Northland Capital Management
Minnesota
$0
4
RSWM
4
Robertson Stephens Wealth Management
California
$906K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$2.13M +$19.1K +310 +0.9%
Bank of America
27
Bank of America
North Carolina
$2.1M +$406K +6,569 +24%
LPL Financial
28
LPL Financial
California
$1.93M -$8.96K -145 -0.5%
KWM
29
Keebeck Wealth Management
Illinois
$1.71M -$843K -13,648 -33%
CAG
30
Csenge Advisory Group
Florida
$1.63M +$975K +15,786 +148%
CWS
31
Cypress Wealth Services
California
$1.55M -$28.6K -459 -2%
Citadel Advisors
32
Citadel Advisors
Florida
$1.53M +$1.53M +24,781 New
CIAS
33
CFS Investment Advisory Services
New Jersey
$1.46M +$1.42M +1,423,380 +4,326%
Goldman Sachs
34
Goldman Sachs
New York
$1.38M -$1.95M -31,612 -59%
BDF
35
Balasa Dinverno & Foltz
$1.28M +$62.5K +1,012 +5%
MLA
36
My Legacy Advisors
Oregon
$1.26M +$559K +9,117 +79%
Wells Fargo
37
Wells Fargo
California
$1.25M -$213K -3,452 -15%
SPIA
38
Steward Partners Investment Advisory
New York
$1.23M – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.22M +$393K +6,365 +47%
WA
40
Wealth Alliance
New York
$1.1M -$781K -12,648 -42%
GIA
41
Goodwin Investment Advisory
Georgia
$1.05M +$324K +5,243 +45%
IC
42
IEQ Capital
California
$975K +$725K +11,744 +291%
FF
43
Friedenthal Financial
New Jersey
$961K +$25.4K +411 +3%
RSWM
44
Robertson Stephens Wealth Management
California
$906K -$1.98M -32,127 -69%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$906K -$104K -1,677 -10%
William Blair & Company
46
William Blair & Company
Illinois
$854K -$34K -550 -4%
MFA
47
Mayflower Financial Advisors
Massachusetts
$838K -$1.09M -17,672 -57%
MML Investors Services
48
MML Investors Services
Massachusetts
$759K +$71.2K +1,153 +10%
FWP
49
Firethorn Wealth Partners
Georgia
$758K -$280K -4,543 -27%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$748K -$126K -2,045 -14%
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