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iShares ESG MSCI USA Leaders ETF

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$699K 9,812 +12 +0.1%
UAS
52
United Asset Strategies
New York
$675K 6,232 +1,503 +32%
RJA
53
Raymond James & Associates
Florida
$630K 8,843 -53 -0.6%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$615K 8,630 -3,475 -29%
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$608K 8,529 -1,450 -15%
MG
56
Mather Group
Illinois
$596K 8,363
SB
57
Strategic Blueprint
Georgia
$592K 8,302 +3,141 +61%
OCM
58
One Capital Management
California
$580K 8,146 +35 +0.4%
BFG
59
Beacon Financial Group
Texas
$572K 6,639 -1,265 -16%
DA
60
Detalus Advisors
Missouri
$537K 7,530 +7,530 New
FWP
61
Firethorn Wealth Partners
Georgia
$531K 7,359 -3,793 -34%
ICM
62
IMS Capital Management
Oregon
$528K 7,405
SWP
63
Stratos Wealth Partners
Ohio
$517K 7,256 +7,256 New
GIA
64
Goodwin Investment Advisory
Georgia
$510K 7,152 -180 -2%
WBG
65
Wharton Business Group
Pennsylvania
$501K 7,040 +205 +3%
AM
66
AGF Management
Ontario, Canada
$492K 6,900 -100 -1%
RSWM
67
Robertson Stephens Wealth Management
California
$489K 6,868 -5,797 -46%
PCMC
68
Private Capital Management (Colorado)
Colorado
$465K 6,520 -3,451 -35%
SM
69
Sweeney & Michel
California
$450K 6,023 +6,023 New
COCM
70
Charter Oak Capital Management
New Hampshire
$449K 6,300
Goldman Sachs
71
Goldman Sachs
New York
$428K 6,006 -10,319 -63%
EWA
72
EverSource Wealth Advisors
Alabama
$413K 5,790 -325 -5%
FFA
73
Farther Finance Advisors
California
$405K 5,679 -487 -8%
G
74
GenTrust
Florida
$404K 5,675
KFP
75
KB Financial Partners
New Jersey
$402K 5,640 -175 -3%