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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
47
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68M
2
SR
Swiss Re
Switzerland
$70.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.2M
4
Bank of America
Bank of America
North Carolina
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.49M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$1.76B
3
Jane Street
Jane Street
New York
$0
4
Creative Planning
Creative Planning
Kansas
$12.6M
5
OCM
One Capital Management
California
$538K
Name Holding Trade Value Shares
Change 		Shares
Change %
TLFA
26
True Link Financial Advisors
California
$2.34M -$630K -9,500 -21%
BCM
27
Brookstone Capital Management
Illinois
$2.2M -$1.25M -18,616 -36%
LPL Financial
28
LPL Financial
California
$2.12M +$50.1K +756 +2%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.84M +$1.02M +15,439 +126%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.78M +$466K +7,022 +35%
CWS
31
Cypress Wealth Services
California
$1.69M +$40.3K +607 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$1.53M +$811K +12,228 +113%
OFG
33
Omega Financial Group
California
$1.51M +$824K +12,423 +120%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.49M -$95M -1,433,762 -98%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.4M +$1.4M +21,103 New
CAG
36
Csenge Advisory Group
Florida
$1.39M -$359K -5,416 -20%
MLA
37
My Legacy Advisors
Oregon
$1.38M -$99.8K -1,393 -7%
SPIA
38
Steward Partners Investment Advisory
New York
$1.32M – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$220K +3,316 +23%
MFA
40
Mayflower Financial Advisors
Massachusetts
$1.12M +$223K +3,361 +25%
Goldman Sachs
41
Goldman Sachs
New York
$1.08M -$402K -6,066 -27%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$1.04M +$434K +6,545 +72%
FF
43
Friedenthal Financial
New Jersey
$1.04M +$5.37K +81 +0.5%
WA
44
Wealth Alliance
New York
$1.03M -$146K -2,205 -12%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$916K +$648K +9,779 +242%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$900K +$900K +13,572 New
OWM
47
Orgel Wealth Management
Wisconsin
$892K +$253K +3,812 +40%
William Blair & Company
48
William Blair & Company
Illinois
$881K -$36.7K -554 -4%
WP
49
WealthShield Partners
North Carolina
$851K +$851K +12,836 New
RSWM
50
Robertson Stephens Wealth Management
California
$840K -$133K -2,013 -14%
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