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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$19.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.52M
4
MOS
4
MGO One Seven
Ohio
$3.28M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Keebeck Wealth Management
Illinois
$2.13M -$592K -8,312 -22%
TLFA
27
True Link Financial Advisors
California
$2.1M -$418K -5,866 -17%
OFG
28
Omega Financial Group
California
$1.95M +$324K +4,544 +20%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.94M +$438K +6,140 +29%
LPL Financial
30
LPL Financial
California
$1.81M -$464K -6,510 -20%
CWS
31
Cypress Wealth Services
California
$1.66M -$147K -2,059 -8%
MLA
32
My Legacy Advisors
Oregon
$1.41M +$45.5K +640 +3%
CAG
33
Csenge Advisory Group
Florida
$1.4M -$94.9K -1,332 -6%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.4M -$208K -2,918 -13%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$8.27K +116 +0.6%
SPIA
36
Steward Partners Investment Advisory
New York
$1.17M -$255K -3,576 -18%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.16M +$41.5K +583 +4%
FF
38
Friedenthal Financial
New Jersey
$1.12M +$8.27K +116 +0.7%
WA
39
Wealth Alliance
New York
$998K -$109K -1,528 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$992K +$24.8K +348 +3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$953K -$959K -13,456 -50%
William Blair & Company
42
William Blair & Company
Illinois
$919K -$27.1K -380 -3%
PO
43
Private Ocean
California
$893K +$1.5K +21 +0.2%
OIA
44
OneDigital Investment Advisors
Kansas
$856K +$856K +12,010 New
OWM
45
Orgel Wealth Management
Wisconsin
$836K -$123K -1,727 -13%
SFG
46
SNS Financial Group
Minnesota
$825K +$1.35K +19 +0.2%
Mariner
47
Mariner
Kansas
$821K +$65K +912 +9%
UCFA
48
United Capital Financial Advisors
Texas
$778K +$73.3K +1,029 +10%
NL
49
NWAM LLC
Washington
$766K -$37.2K -522 -5%
MFA
50
Mayflower Financial Advisors
Massachusetts
$727K -$479K -6,722 -40%
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