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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
47
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68M
2
SR
Swiss Re
Switzerland
$70.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.2M
4
Bank of America
Bank of America
North Carolina
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.49M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$1.76B
3
Jane Street
Jane Street
New York
$0
4
Creative Planning
Creative Planning
Kansas
$12.6M
5
OCM
One Capital Management
California
$538K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
76
EverSource Wealth Advisors
Alabama
$405K +$33.4K +504 +9%
CAN
77
Cetera Advisor Networks
California
$389K +$81.5K +1,229 +27%
LWAC
78
Laurel Wealth Advisors (California)
California
$386K -$28.4K -429 -7%
KFP
79
KB Financial Partners
New Jersey
$386K -$2.79K -42 -0.7%
G
80
GenTrust
Florida
$376K +$376K +5,675 New
HighTower Advisors
81
HighTower Advisors
Illinois
$366K +$366K +5,526 New
LFA
82
LGT Financial Advisors
Texas
$363K +$363K +5,471 New
SWA
83
Stratos Wealth Advisors
Ohio
$355K +$2.45K +37 +0.7%
SB
84
Strategic Blueprint
Georgia
$342K +$342K +5,161 New
ASN
85
Advisory Services Network
Georgia
$341K +$4.84K +73 +1%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$333K -$60K -905 -15%
Stifel Financial
87
Stifel Financial
Missouri
$327K -$8.29K -125 -2%
TCA
88
Transcend Capital Advisors
New Jersey
$323K – – –
UAS
89
United Asset Strategies
New York
$314K +$75.3K +1,136 +32%
RCG
90
Regatta Capital Group
California
$303K +$303K +4,564 New
CS
91
Comerica Securities
Michigan
$301K +$301K +4,541 New
BAAM
92
Baker Avenue Asset Management
California
$276K +$276K +4,159 New
IC
93
IEQ Capital
California
$268K -$779K -11,741 -74%
MRC
94
Millburn Ridgefield Corp
New York
$249K +$249K +3,756 New
AAS
95
Avantax Advisory Services
Texas
$248K +$248K +3,733 New
DT
96
Diversified Trust
Tennessee
$244K – – –
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$239K +$239K +3,611 New
FG
98
Foster Group
Iowa
$226K +$7.89K +119 +4%
RFP
99
RCS Financial Planning
Maryland
$225K +$225K +3,395 New
MA
100
MKT Advisors
California
$214K -$46K -672 -18%
2 3
4
5 6