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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
54
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.4M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$418M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.1M
4
TLFA
4
True Link Financial Advisors
California
$555K
5
Creative Planning
5
Creative Planning
Kansas
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAF
51
Values Added Financial
District of Columbia
$895K +$353K +4,180 +65%
SFG
52
SNS Financial Group
Minnesota
$828K +$12.2K +145 +2%
CIA
53
Compass Ion Advisors
Pennsylvania
$810K – – –
OCM
54
One Capital Management
California
$753K +$24.5K +290 +3%
PAS
55
Park Avenue Securities
New York
$738K +$500K +5,921 +210%
PAG
56
Private Advisor Group
New Jersey
$731K +$160K +1,895 +28%
William Blair & Company
57
William Blair & Company
Illinois
$715K -$72.6K -860 -9%
AAS
58
Avantax Advisory Services
Texas
$696K – – –
SWP
59
Stratos Wealth Partners
Ohio
$686K -$41.1K -487 -6%
MOS
60
MGO One Seven
Ohio
$674K +$674K +7,982 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$640K -$36.3K -430 -5%
T
62
TCWP
Ohio
$635K +$20.9K +248 +3%
ICM
63
IMS Capital Management
Oregon
$606K – – –
PCMC
64
Private Capital Management (Colorado)
Colorado
$599K +$28.9K +342 +5%
FFA
65
Farther Finance Advisors
California
$566K +$113K +1,343 +25%
BFG
66
Beacon Financial Group
Texas
$564K +$4.14K +49 +0.7%
TLFA
67
True Link Financial Advisors
California
$555K -$821K -9,729 -60%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$527K +$527K +6,247 New
COCM
69
Charter Oak Capital Management
New Hampshire
$527K -$5.06K -60 -1%
SVWG
70
Shared Vision Wealth Group
United States
$508K +$508K +6,017 New
Two Sigma Investments
71
Two Sigma Investments
New York
$506K -$143K -1,700 -22%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$504K +$6.33K +75 +1%
Goldman Sachs
73
Goldman Sachs
New York
$500K +$500K +5,928 New
CW
74
CreativeOne Wealth
Kansas
$493K -$56.9K -674 -10%
FWP
75
Firethorn Wealth Partners
Georgia
$493K -$38.6K -457 -7%
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