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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

114 hedge funds and large institutions have $2.3B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
48
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$15M
2
Jane Street
2
Jane Street
New York
$6.35M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.04M
4
WAL
4
W Advisors LLC
Tennessee
$4.68M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.73M

Top Sellers

1
WP
1
WealthSource Partners
California
$5.37M
2
SFS
2
Security Financial Services
Indiana
$0
3
NCM
3
Northland Capital Management
Minnesota
$0
4
RSWM
4
Robertson Stephens Wealth Management
California
$906K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
51
NWAM LLC
Washington
$715K +$240K +3,884 +51%
SFG
52
SNS Financial Group
Minnesota
$706K +$41.1K +665 +6%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$671K +$657K +10,634 +4,623%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$667K +$105K +1,695 +19%
UCFA
55
United Capital Financial Advisors
Texas
$657K +$3.09K +50 +0.5%
Mariner
56
Mariner
Kansas
$656K +$656K +10,615 New
OFG
57
Omega Financial Group
California
$640K -$286K -4,632 -31%
PO
58
Private Ocean
California
$606K +$17.9K +291 +3%
OWM
59
Orgel Wealth Management
Wisconsin
$595K +$595K +9,641 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$563K +$20.8K +336 +4%
RJA
61
Raymond James & Associates
Florida
$536K +$3.27K +53 +0.6%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$518K -$627K -10,148 -55%
PCMC
63
Private Capital Management (Colorado)
Colorado
$513K -$95.9K -1,554 -16%
SA
64
Shilanski & Associates
Alaska
$513K +$513K +8,311 New
TRCT
65
Tower Research Capital (TRC)
New York
$508K +$165K +2,671 +48%
SFPG
66
Stonebridge Financial Planning Group
Florida
$506K +$506K +8,195 New
BFG
67
Beacon Financial Group
Texas
$461K +$461K +7,364 New
ICM
68
IMS Capital Management
Oregon
$457K – – –
D
69
Dentgroup
Louisiana
$444K -$200K -3,252 -31%
WIM
70
Westside Investment Management
California
$402K +$402K +6,400 New
PAG
71
Private Advisor Group
New Jersey
$396K +$396K +6,413 New
COCM
72
Charter Oak Capital Management
New Hampshire
$389K – – –
LWAC
73
Laurel Wealth Advisors (California)
California
$386K -$651K -10,555 -63%
EVM
74
Eaton Vance Management
Massachusetts
$383K – – –
WBG
75
Wharton Business Group
Pennsylvania
$369K +$59.1K +960 +19%
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