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iShares ESG MSCI USA Leaders ETF

121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFA
51
Mayflower Financial Advisors
Massachusetts
$689K -$101K -1,303 -13%
RJA
52
Raymond James & Associates
Florida
$685K
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$684K +$16.3K +211 +2%
MG
54
Mather Group
Illinois
$660K +$12.8K +165 +2%
OCM
55
One Capital Management
California
$651K +$20.1K +260 +3%
SWP
56
Stratos Wealth Partners
Ohio
$580K +$18.1K +234 +3%
RCS
57
Retirement Capital Strategies
California
$579K +$579K +7,477 New
ICM
58
IMS Capital Management
Oregon
$573K
FWP
59
Firethorn Wealth Partners
Georgia
$568K -$2.09K -27 -0.4%
PAG
60
Private Advisor Group
New Jersey
$524K -$262K -3,270 -33%
PCMC
61
Private Capital Management (Colorado)
Colorado
$523K +$18.6K +240 +4%
WBG
62
Wharton Business Group
Pennsylvania
$513K -$32.1K -415 -6%
PFO
63
Pathstone Family Office
New Jersey
$509K +$509K +6,575 New
BFG
64
Beacon Financial Group
Texas
$508K
VAF
65
Values Added Financial
District of Columbia
$496K +$496K +6,410 New
SB
66
Strategic Blueprint
Georgia
$495K -$148K -1,913 -23%
COCM
67
Charter Oak Capital Management
New Hampshire
$488K
SM
68
Sweeney & Michel
California
$460K -$15K -190 -3%
EWA
69
EverSource Wealth Advisors
Alabama
$448K
GIA
70
Goodwin Investment Advisory
Georgia
$440K -$113K -1,463 -20%
G
71
GenTrust
Florida
$439K
AM
72
AGF Management
Ontario, Canada
$426K -$108K -1,400 -20%
CI Investments Inc
73
CI Investments Inc
Ontario, Canada
$424K -$236K -3,050 -36%
KFP
74
KB Financial Partners
New Jersey
$424K -$13.1K -169 -3%
FFA
75
Farther Finance Advisors
California
$414K -$26.1K -337 -6%