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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.13M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.43M

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$239K
4
RCS
4
Retirement Capital Strategies
California
$1.95M
5
SA
5
Sanctuary Advisors
Indiana
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
SK Wealth Management
Rhode Island
$3.6M +$3.6M +34,373 New
KWM
27
Kingsview Wealth Management
Oregon
$3.17M -$5.69K -56 -0.2%
SWA
28
Sax Wealth Advisors
New Jersey
$2.92M -$23.5K -231 -0.8%
BL
29
BFSG LLC
California
$2.88M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.88M +$406 +4 +0%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.69M -$21K -207 -0.8%
WANY
32
Wealthspire Advisors (New York)
New York
$2.43M +$2.43M +23,939 New
LPL Financial
33
LPL Financial
California
$2.35M -$65.4K -644 -3%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.28M +$74.4K +732 +3%
BCM
35
Brookstone Capital Management
Illinois
$2.28M +$16.4K +162 +0.7%
OFG
36
Omega Financial Group
California
$2.13M -$48.8K -481 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$9.75K +96 +0.5%
KWM
38
Keebeck Wealth Management
Illinois
$2.05M -$64.6K -636 -3%
RCS
39
Retirement Capital Strategies
California
$1.95M -$1.76M -17,355 -47%
KV
40
Kickstand Ventures
New York
$1.94M +$6.6K +65 +0.3%
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.8M +$33.7K +332 +2%
MG
42
Mather Group
Illinois
$1.75M -$32.3K -318 -2%
SPIA
43
Steward Partners Investment Advisory
New York
$1.66M – – –
FFA
44
Farther Finance Advisors
California
$1.65M -$27.4K -270 -2%
CWS
45
Cypress Wealth Services
California
$1.57M +$508 +5 +0%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$1.51M +14,916 New
FF
47
Friedenthal Financial
New Jersey
$1.45M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.38M +$123K +1,215 +10%
Wells Fargo
49
Wells Fargo
California
$1.29M -$393K -3,871 -23%
SFG
50
SNS Financial Group
Minnesota
$1.27M -$31.8K -313 -2%
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