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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
47
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PO
51
Private Ocean
California
$829K +$178K +2,684 +27%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$803K
SFG
53
SNS Financial Group
Minnesota
$767K +$8.62K +130 +1%
NL
54
NWAM LLC
Washington
$747K -$19.8K -299 -3%
FWP
55
Firethorn Wealth Partners
Georgia
$739K -$74.8K -1,128 -9%
Mariner
56
Mariner
Kansas
$704K
SW
57
SteelPeak Wealth
California
$672K +$672K +10,137 New
CI Investments Inc
58
CI Investments Inc
Ontario, Canada
$662K -$54.7K -825 -8%
PCMC
59
Private Capital Management (Colorado)
Colorado
$661K +$110K +1,660 +20%
HPM
60
Hoxton Planning & Management
West Virginia
$656K +$656K +9,899 New
UCFA
61
United Capital Financial Advisors
Texas
$656K -$49.7K -750 -7%
PAG
62
Private Advisor Group
New Jersey
$650K +$225K +3,387 +53%
RJA
63
Raymond James & Associates
Florida
$590K +$14.1K +212 +2%
MG
64
Mather Group
Illinois
$555K +$169K +2,555 +44%
SFPG
65
Stonebridge Financial Planning Group
Florida
$546K +$2.25K +34 +0.4%
OCM
66
One Capital Management
California
$538K -$1.75M -26,460 -77%
BFG
67
Beacon Financial Group
Texas
$524K +$35.8K +540 +7%
AWS
68
Atria Wealth Solutions
New York
$508K +$508K +7,660 New
D
69
Dentgroup
Louisiana
$491K +$12.3K +186 +3%
ICM
70
IMS Capital Management
Oregon
$491K
GIA
71
Goodwin Investment Advisory
Georgia
$486K -$639K -9,635 -57%
AM
72
AGF Management
Ontario, Canada
$464K +$464K +7,000 New
WBG
73
Wharton Business Group
Pennsylvania
$453K +$56K +845 +14%
COCM
74
Charter Oak Capital Management
New Hampshire
$418K
FFA
75
Farther Finance Advisors
California
$409K +$409K +6,166 New