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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$71.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$8.29M
5
SWA
5
Sax Wealth Advisors
New Jersey
$2.83M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$312M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59.2M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$8.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
51
Private Ocean
California
$1.16M -$64K -657 -5%
OWM
52
Orgel Wealth Management
Wisconsin
$1.15M +$3.51K +36 +0.3%
CAG
53
Csenge Advisory Group
Florida
$1.06M -$6.04K -62 -0.6%
CIA
54
Compass Ion Advisors
Pennsylvania
$901K – – –
OCM
55
One Capital Management
California
$874K +$4.19K +43 +0.5%
TC
56
TownSquare Capital
Utah
$834K – – –
AAS
57
Avantax Advisory Services
Texas
$824K +$20.8K +213 +3%
PAS
58
Park Avenue Securities
New York
$815K -$7.02K -72 -0.9%
William Blair & Company
59
William Blair & Company
Illinois
$811K -$6.14K -63 -0.8%
SWP
60
Stratos Wealth Partners
Ohio
$787K +$4.97K +51 +0.6%
MOS
61
MGO One Seven
Ohio
$782K – – –
T
62
TCWP
Ohio
$733K – – –
ICM
63
IMS Capital Management
Oregon
$717K +$795 +8 +0.1%
PAG
64
Private Advisor Group
New Jersey
$708K -$111K -1,135 -14%
PCMC
65
Private Capital Management (Colorado)
Colorado
$700K -$27.3K -280 -4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$615K -$56.6K -581 -8%
COCM
67
Charter Oak Capital Management
New Hampshire
$608K – – –
AWM
68
Aries Wealth Management
Maine
$582K – – –
WA
69
Wealth Alliance
New York
$582K -$159K -1,629 -21%
BFG
70
Beacon Financial Group
Texas
$574K -$29K -298 -5%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$569K -$34.1K -350 -6%
G
72
GenTrust
Florida
$553K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$539K +$1.17K +12 +0.2%
EWA
74
EverSource Wealth Advisors
Alabama
$499K – – –
SVWG
75
Shared Vision Wealth Group
United States
$497K -$87K -893 -15%
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3
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