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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.21M +$76.4K +1,013 +4%
BL
27
BFSG LLC
California
$2.13M +$29.7K +394 +1%
BCM
28
Brookstone Capital Management
Illinois
$1.97M -$250K -3,340 -11%
KV
29
Kickstand Ventures
New York
$1.92M +$1.92M +25,498 New
OFG
30
Omega Financial Group
California
$1.8M -$242K -3,211 -12%
CFSG
31
Community Financial Services Group
Vermont
$1.56M +$1.56M +20,751 New
LPL Financial
32
LPL Financial
California
$1.56M -$168K -2,223 -10%
CWS
33
Cypress Wealth Services
California
$1.45M -$137K -1,819 -9%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.37M -$89.3K -1,185 -6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$47.6K -631 -3%
MG
36
Mather Group
Illinois
$1.34M +$693K +9,187 +108%
KWM
37
Kingsview Wealth Management
Oregon
$1.29M +$1.29M +17,135 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.29M +$238K +3,154 +23%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.26M -$1M -13,301 -44%
SPIA
40
Steward Partners Investment Advisory
New York
$1.24M
TLFA
41
True Link Financial Advisors
California
$1.23M -$596K -7,905 -33%
FF
42
Friedenthal Financial
New Jersey
$1.19M +$24.8K +329 +2%
MLA
43
My Legacy Advisors
Oregon
$1.19M +$23.4K +312 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$1.16M +$196K +2,604 +20%
CAG
45
Csenge Advisory Group
Florida
$1.14M -$254K -3,365 -18%
WA
46
Wealth Alliance
New York
$1.04M +$107K +1,424 +11%
PO
47
Private Ocean
California
$946K
OWM
48
Orgel Wealth Management
Wisconsin
$944K -$17.8K -236 -2%
TC
49
TownSquare Capital
Utah
$882K +$681K +9,025 +338%
SFG
50
SNS Financial Group
Minnesota
$732K -$109K -1,439 -13%