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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

158 hedge funds and large institutions have $759M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87.9M
5
RSWM
5
Robertson Stephens Wealth Management
California
$6.19M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$170M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.4M
3
GM
3
GeoWealth Management
Illinois
$13.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.04M +$115K +1,118 +4%
BL
27
BFSG LLC
California
$2.93M -$1.86K -18 -0.1%
SWA
28
Sax Wealth Advisors
New Jersey
$2.91M -$58.7K -570 -2%
IAA
29
Independent Advisor Alliance
North Carolina
$2.8M +$2.8M +27,208 New
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.57M -$161K -1,567 -6%
LPL Financial
31
LPL Financial
California
$2.43M +$38K +369 +2%
BCM
32
Brookstone Capital Management
Illinois
$2.32M +$8.14K +79 +0.4%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.3M -$12.6K -122 -0.5%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.13M -$19.2K -186 -0.9%
OFG
35
Omega Financial Group
California
$2.11M -$53.9K -523 -2%
KWM
36
Keebeck Wealth Management
Illinois
$2.07M -$13.2K -128 -0.6%
KV
37
Kickstand Ventures
New York
$1.97M -$103 -1 -0%
RCS
38
Retirement Capital Strategies
California
$1.94M -$41.6K -404 -2%
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$1.85M +$309K +3,003 +20%
MG
40
Mather Group
Illinois
$1.78M – – –
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.77M -$56.9K -552 -3%
EH
42
Equitable Holdings
New York
$1.71M +$1.71M +16,552 New
SPIA
43
Steward Partners Investment Advisory
New York
$1.69M – – –
FFA
44
Farther Finance Advisors
California
$1.68M +$309 +3 +0%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$1.63M +$1.63M +15,864 New
CWS
46
Cypress Wealth Services
California
$1.59M -$2.37K -23 -0.1%
VAF
47
Values Added Financial
District of Columbia
$1.56M +$283K +2,745 +22%
FF
48
Friedenthal Financial
New Jersey
$1.47M – – –
Raymond James Financial
49
Raymond James Financial
Florida
$1.42M +$1.42M +13,785 New
WANY
50
Wealthspire Advisors (New York)
New York
$1.24M -$1.23M -11,951 -50%
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