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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

158 hedge funds and large institutions have $759M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87.9M
5
RSWM
5
Robertson Stephens Wealth Management
California
$6.19M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$170M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.4M
3
GM
3
GeoWealth Management
Illinois
$13.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$1.23M -$75.7K -735 -6%
OWM
52
Orgel Wealth Management
Wisconsin
$1.19M -$19.7K -191 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.18M -$3.29M -31,925 -74%
ZF
54
Zhang Financial
Michigan
$1.18M +$103 +1 +0%
SFG
55
SNS Financial Group
Minnesota
$1.14M -$155K -1,505 -12%
OO
56
Obsido Oy
$1.13M +$1.13M +10,938 New
MLA
57
My Legacy Advisors
Oregon
$1.04M -$53.6K -514 -5%
CAG
58
Csenge Advisory Group
Florida
$991K -$56.1K -544 -5%
CIA
59
Compass Ion Advisors
Pennsylvania
$989K – – –
BDFN
60
Bond & Devick Financial Network
Minnesota
$988K – – –
SWP
61
Stratos Wealth Partners
Ohio
$940K +$141K +1,364 +18%
OCM
62
One Capital Management
California
$938K +$1.34K +13 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$928K +$685K +6,651 +283%
MWG
64
Martin Worley Group
Utah
$901K +$901K +8,744 New
PAG
65
Private Advisor Group
New Jersey
$897K +$51.6K +501 +6%
TC
66
TownSquare Capital
Utah
$882K – – –
MOS
67
MGO One Seven
Ohio
$856K +$29.2K +283 +4%
William Blair & Company
68
William Blair & Company
Illinois
$835K -$3.4K -33 -0.4%
Stifel Financial
69
Stifel Financial
Missouri
$816K -$54.6K -530 -6%
AAS
70
Avantax Advisory Services
Texas
$815K -$7.63K -74 -0.9%
ICM
71
IMS Capital Management
Oregon
$743K – – –
Pictet Asset Management
72
Pictet Asset Management
Switzerland
$741K +$741K +7,190 New
ACA
73
Affinity Capital Advisors
California
$735K -$4.98K -48 -0.7%
PAS
74
Park Avenue Securities
New York
$706K -$145K -1,406 -17%
WA
75
Wealth Alliance
New York
$680K +$13K +126 +2%
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