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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$59.1M
2
WP
2
WealthSource Partners
California
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.98M
4
KWM
4
Keebeck Wealth Management
Illinois
$2.75M
5
RSWM
5
Robertson Stephens Wealth Management
California
$3.11M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.18M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$1.77B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GIA
5
Goodwin Investment Advisory
Georgia
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$893K -$285K -4,298 -24%
ASN
52
Advisory Services Network
Georgia
$829K +$81.5K +1,227 +11%
PCMC
53
Private Capital Management (Colorado)
Colorado
$781K – – –
GIA
54
Goodwin Investment Advisory
Georgia
$778K -$2.39M -36,045 -75%
MLA
55
My Legacy Advisors
Oregon
$777K +$777K +11,486 New
OMC
56
Old Mission Capital
Illinois
$769K +$769K +11,579 New
MML Investors Services
57
MML Investors Services
Massachusetts
$740K +$546K +8,223 +282%
SFG
58
SNS Financial Group
Minnesota
$715K +$40K +603 +6%
CAG
59
Csenge Advisory Group
Florida
$706K -$91K -1,372 -11%
UCFA
60
United Capital Financial Advisors
Texas
$703K +$703K +10,593 New
D
61
Dentgroup
Louisiana
$695K +$379K +5,709 +120%
PO
62
Private Ocean
California
$633K +$6.84K +103 +1%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$605K +$8.44K +127 +1%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$583K +$12K +181 +2%
RJA
65
Raymond James & Associates
Florida
$573K – – –
HFA
66
High Falls Advisors
New York
$548K +$208K +3,129 +61%
RCS
67
Retirement Capital Strategies
California
$536K +$210K +3,169 +65%
NL
68
NWAM LLC
Washington
$516K +$516K +7,686 New
ICM
69
IMS Capital Management
Oregon
$492K +$2.33K +35 +0.5%
DAS
70
Dynamic Advisor Solutions
Arizona
$454K -$15.5K -234 -3%
COCM
71
Charter Oak Capital Management
New Hampshire
$418K +$53.1K +800 +15%
EVM
72
Eaton Vance Management
Massachusetts
$412K – – –
KFP
73
KB Financial Partners
New Jersey
$401K +$797 +12 +0.2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$395K -$105K -1,580 -21%
TRCT
75
Tower Research Capital (TRC)
New York
$369K -$479K -7,205 -56%
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