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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$71.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$8.29M
5
SWA
5
Sax Wealth Advisors
New Jersey
$2.83M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$312M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59.2M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$8.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.16M -$299K -3,072 -9%
KWM
27
Kingsview Wealth Management
Oregon
$3.05M +$349K +3,582 +13%
SWA
28
Sax Wealth Advisors
New Jersey
$2.83M +$2.83M +28,997 New
BL
29
BFSG LLC
California
$2.77M -$2.92K -30 -0.1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.76M -$6.33K -65 -0.2%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.61M -$183K -1,882 -7%
LPL Financial
32
LPL Financial
California
$2.32M +$171K +1,751 +8%
BCM
33
Brookstone Capital Management
Illinois
$2.21M -$56.9K -574 -3%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.12M -$95.2K -976 -4%
OFG
35
Omega Financial Group
California
$2.09M +$48.3K +496 +2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.08M -$784K -8,050 -27%
KWM
37
Keebeck Wealth Management
Illinois
$2.03M +$3.41K +35 +0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$236K +2,418 +13%
KV
39
Kickstand Ventures
New York
$1.86M -$10.6K -109 -0.6%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.69M +$8.19K +84 +0.5%
MG
41
Mather Group
Illinois
$1.65M -$8.45K -90 -0.5%
FFA
42
Farther Finance Advisors
California
$1.61M +$964K +9,890 +149%
Wells Fargo
43
Wells Fargo
California
$1.61M +$439K +4,507 +37%
SPIA
44
Steward Partners Investment Advisory
New York
$1.6M – – –
CWS
45
Cypress Wealth Services
California
$1.51M -$144K -1,480 -9%
FF
46
Friedenthal Financial
New Jersey
$1.39M -$151K -1,545 -10%
MLA
47
My Legacy Advisors
Oregon
$1.36M -$48.5K -498 -3%
SFG
48
SNS Financial Group
Minnesota
$1.25M +$326K +3,345 +35%
VAF
49
Values Added Financial
District of Columbia
$1.2M +$170K +1,748 +16%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$1.2M -$191K -1,965 -14%
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