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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

108 hedge funds and large institutions have $3.02B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.71%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
43
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MB
1
Mizuho Bank
Japan
$95M
2
5L
2
55I LLC
Massachusetts
$37.9M
3
Creative Planning
3
Creative Planning
Kansas
$7.67M
4
Jane Street
4
Jane Street
New York
$3.92M
5
GIA
5
Goodwin Investment Advisory
Georgia
$3.78M

Top Sellers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.19B
2
Wells Fargo
2
Wells Fargo
California
$2.2M
3
TLFA
3
True Link Financial Advisors
California
$4.87M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
KM
5
Kalos Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCMC
51
Private Capital Management (Colorado)
Colorado
$781K 9,865 +775 +9%
PO
52
Private Ocean
California
$747K 9,432 +616 +7%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$712K 8,982 +3,135 +54%
RJA
54
Raymond James & Associates
Florida
$683K 8,631 – –
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$681K 8,594 +941 +12%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$597K 7,536 +328 +5%
MFA
57
Mayflower Financial Advisors
Massachusetts
$595K 7,514 +7,514 New
ICM
58
IMS Capital Management
Oregon
$584K 7,370 +1,720 +30%
DAS
59
Dynamic Advisor Solutions
Arizona
$560K 7,078 -1,197 -14%
TCM
60
Triumph Capital Management
Colorado
$536K 6,766 +4,156 +159%
OCM
61
One Capital Management
California
$512K 6,481 +2,351 +57%
EVM
62
Eaton Vance Management
Massachusetts
$491K 6,200 – –
KFP
63
KB Financial Partners
New Jersey
$477K 6,026 -123 -2%
COCM
64
Charter Oak Capital Management
New Hampshire
$436K 5,500 – –
HFA
65
High Falls Advisors
New York
$406K 5,124 +5,124 New
EWA
66
EverSource Wealth Advisors
Alabama
$399K 5,049 +5,049 New
WBG
67
Wharton Business Group
Pennsylvania
$398K 5,030 +5,030 New
WF
68
Welch & Forbes
Massachusetts
$386K 4,876 +4,876 New
D
69
Dentgroup
Louisiana
$377K 4,762 +4,762 New
RCS
70
Retirement Capital Strategies
California
$373K 4,901 – –
OFG
71
Omega Financial Group
California
$351K 4,428 +734 +20%
AWM
72
Aries Wealth Management
Maine
$351K 4,428 +4,428 New
TCA
73
Transcend Capital Advisors
New Jersey
$330K 4,172 +4,172 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$312K 3,942 +3,942 New
LWAC
75
Laurel Wealth Advisors (California)
California
$306K 3,868 +3,868 New
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3
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