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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.11M
4
BL
4
BFSG LLC
California
$2.16M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$0
2
SR
2
Swiss Re
Switzerland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M
4
Bank of America
4
Bank of America
North Carolina
$6.04M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$2.27M -$53K -692 -2%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.19M +$81.4K +1,052 +4%
BL
28
BFSG LLC
California
$2.16M +$2.16M +27,849 New
OFG
29
Omega Financial Group
California
$2.1M -$18.4K -238 -0.9%
RSWM
30
Robertson Stephens Wealth Management
California
$2.1M +$1.57M +20,215 +294%
TLFA
31
True Link Financial Advisors
California
$1.87M -$406K -5,243 -18%
Jane Street
32
Jane Street
New York
$1.81M +$1.81M +23,350 New
LPL Financial
33
LPL Financial
California
$1.78M -$194K -2,511 -10%
CWS
34
Cypress Wealth Services
California
$1.67M -$180K -2,271 -10%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.5M -$22K -284 -1%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.43M +$30.6K +395 +2%
CAG
37
Csenge Advisory Group
Florida
$1.43M -$97.2K -1,256 -6%
SPIA
38
Steward Partners Investment Advisory
New York
$1.27M – – –
MLA
39
My Legacy Advisors
Oregon
$1.22M -$341K -4,328 -22%
FF
40
Friedenthal Financial
New Jersey
$1.2M -$21.8K -282 -2%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.08M -$1.47K -19 -0.1%
OIA
42
OneDigital Investment Advisors
Kansas
$992K +$62.2K +803 +7%
OWM
43
Orgel Wealth Management
Wisconsin
$988K +$80K +1,033 +9%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$973K -$285K -3,677 -23%
PO
45
Private Ocean
California
$972K +$1.39K +18 +0.1%
WA
46
Wealth Alliance
New York
$959K -$126K -1,624 -12%
SFG
47
SNS Financial Group
Minnesota
$859K -$37.4K -483 -4%
UCFA
48
United Capital Financial Advisors
Texas
$774K -$71.9K -929 -9%
MRC
49
Millburn Ridgefield Corp
New York
$757K +$709K +9,162 +1,492%
William Blair & Company
50
William Blair & Company
Illinois
$723K -$276K -3,566 -28%
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