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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
51
Compass Ion Advisors
Pennsylvania
$724K +$724K +9,600 New
William Blair & Company
52
William Blair & Company
Illinois
$704K -$302 -4 -0%
RJA
53
Raymond James & Associates
Florida
$667K
OCM
54
One Capital Management
California
$651K +$17.3K +230 +3%
SWP
55
Stratos Wealth Partners
Ohio
$650K +$85.3K +1,131 +15%
AAS
56
Avantax Advisory Services
Texas
$622K +$622K +8,248 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$604K -$343K -4,547 -36%
Two Sigma Investments
58
Two Sigma Investments
New York
$581K +$581K +7,700 New
T
59
TCWP
Ohio
$549K -$2.32M -30,802 -81%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$545K -$121K -1,610 -18%
ICM
61
IMS Capital Management
Oregon
$541K -$17K -225 -3%
BFG
62
Beacon Financial Group
Texas
$529K
PAG
63
Private Advisor Group
New Jersey
$510K +$16.7K +221 +3%
PCMC
64
Private Capital Management (Colorado)
Colorado
$510K
CW
65
CreativeOne Wealth
Kansas
$491K +$491K +6,516 New
VAF
66
Values Added Financial
District of Columbia
$485K +$1.66K +22 +0.3%
MFA
67
Mayflower Financial Advisors
Massachusetts
$484K -$187K -2,476 -28%
COCM
68
Charter Oak Capital Management
New Hampshire
$475K
FWP
69
Firethorn Wealth Partners
Georgia
$475K -$78K -1,035 -14%
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$444K +$31.3K +415 +8%
G
71
GenTrust
Florida
$430K
SB
72
Strategic Blueprint
Georgia
$415K -$66.4K -880 -14%
WBG
73
Wharton Business Group
Pennsylvania
$413K -$86.3K -1,145 -17%
KFP
74
KB Financial Partners
New Jersey
$410K -$2.26K -30 -0.5%
FFA
75
Farther Finance Advisors
California
$404K +$1.43K +19 +0.4%