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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
51
Csenge Advisory Group
Florida
$1.03M 10,980 -159 -1%
VAF
52
Values Added Financial
District of Columbia
$996K 10,612 – –
CIA
53
Compass Ion Advisors
Pennsylvania
$901K 9,600 – –
SFG
54
SNS Financial Group
Minnesota
$892K 9,502 -305 -3%
OCM
55
One Capital Management
California
$838K 8,926 – –
TC
56
TownSquare Capital
Utah
$804K 8,562 -3,137 -27%
PAS
57
Park Avenue Securities
New York
$792K 8,437 -306 -3%
PAG
58
Private Advisor Group
New Jersey
$788K 8,398 -260 -3%
William Blair & Company
59
William Blair & Company
Illinois
$787K 8,386 -84 -1%
AAS
60
Avantax Advisory Services
Texas
$774K 8,248 – –
MOS
61
MGO One Seven
Ohio
$753K 8,026 +44 +0.6%
SWP
62
Stratos Wealth Partners
Ohio
$753K 8,023 -111 -1%
WA
63
Wealth Alliance
New York
$713K 7,599 -6,089 -44%
T
64
TCWP
Ohio
$707K 7,528 – –
PCMC
65
Private Capital Management (Colorado)
Colorado
$701K 7,469 +367 +5%
ICM
66
IMS Capital Management
Oregon
$676K 7,205 +25 +0.3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$647K 6,896 -689 -9%
FFA
68
Farther Finance Advisors
California
$625K 6,655 -49 -0.7%
COCM
69
Charter Oak Capital Management
New Hampshire
$586K 6,240 – –
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$581K 6,194 +225 +4%
BFG
71
Beacon Financial Group
Texas
$581K 6,188 -500 -7%
SVWG
72
Shared Vision Wealth Group
United States
$562K 5,991 -26 -0.4%
AWM
73
Aries Wealth Management
Maine
$561K 5,976 +5,976 New
TLFA
74
True Link Financial Advisors
California
$556K 5,926 -650 -10%
DFA
75
DHK Financial Advisors
New Hampshire
$535K 5,705 +14 +0.2%
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3
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