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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.13M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.43M

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$239K
4
RCS
4
Retirement Capital Strategies
California
$1.95M
5
SA
5
Sanctuary Advisors
Indiana
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAF
51
Values Added Financial
District of Columbia
$1.26M +$1.42K +14 +0.1%
OWM
52
Orgel Wealth Management
Wisconsin
$1.19M +$406 +4 +0%
ZF
53
Zhang Financial
Michigan
$1.16M +$1.16M +11,435 New
MLA
54
My Legacy Advisors
Oregon
$1.06M -$359K -3,539 -25%
CAG
55
Csenge Advisory Group
Florida
$1.04M -$77.2K -755 -7%
BDFN
56
Bond & Devick Financial Network
Minnesota
$988K +$988K +9,728 New
CIA
57
Compass Ion Advisors
Pennsylvania
$975K – – –
OCM
58
One Capital Management
California
$922K +$11.9K +117 +1%
TC
59
TownSquare Capital
Utah
$869K – – –
Stifel Financial
60
Stifel Financial
Missouri
$857K +$453K +4,458 +112%
PAS
61
Park Avenue Securities
New York
$838K -$11.3K -111 -1%
PAG
62
Private Advisor Group
New Jersey
$833K +$95.4K +940 +13%
William Blair & Company
63
William Blair & Company
Illinois
$826K -$18.6K -183 -2%
MOS
64
MGO One Seven
Ohio
$815K – – –
AAS
65
Avantax Advisory Services
Texas
$811K -$48.3K -476 -6%
SWP
66
Stratos Wealth Partners
Ohio
$788K -$32.2K -317 -4%
ICM
67
IMS Capital Management
Oregon
$732K – – –
ACA
68
Affinity Capital Advisors
California
$725K +$290K +2,861 +67%
PCMC
69
Private Capital Management (Colorado)
Colorado
$709K -$21.2K -209 -3%
Two Sigma Investments
70
Two Sigma Investments
New York
$690K +$690K +6,800 New
WA
71
Wealth Alliance
New York
$657K +$51.3K +505 +8%
COCM
72
Charter Oak Capital Management
New Hampshire
$633K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$618K -$23.6K -232 -4%
AWM
74
Aries Wealth Management
Maine
$607K – – –
BFG
75
Beacon Financial Group
Texas
$598K – – –
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3
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