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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$19.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.52M
4
MOS
4
MGO One Seven
Ohio
$3.28M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
76
Stratos Wealth Advisors
Ohio
$366K 5,136 -215 -4%
ASN
77
Advisory Services Network
Georgia
$356K 4,999 -148 -3%
Stifel Financial
78
Stifel Financial
Missouri
$352K 4,938 +7 +0.1%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$351K 4,930 -95 -2%
CAN
80
Cetera Advisor Networks
California
$339K 4,758 -1,106 -19%
IC
81
IEQ Capital
California
$319K 4,479 +435 +11%
RIA
82
Regal Investment Advisors
Michigan
$318K 4,461 +4,461 New
BPA
83
Beacon Pointe Advisors
California
$317K 4,446 +4,446 New
RFP
84
RCS Financial Planning
Maryland
$314K 4,402 +1,007 +30%
RCG
85
Regatta Capital Group
California
$303K 4,564 – –
HighTower Advisors
86
HighTower Advisors
Illinois
$295K 4,137 -1,389 -25%
DT
87
Diversified Trust
Tennessee
$257K 3,605 -80 -2%
SP
88
SWS Partners
Ohio
$237K 3,325 +3,325 New
HPM
89
Hoxton Planning & Management
West Virginia
$231K 3,235 -6,664 -67%
HFA
90
High Falls Advisors
New York
$225K 3,153 +3,153 New
MA
91
MKT Advisors
California
$221K 3,130 – –
D
92
Dentgroup
Louisiana
$206K 2,885 -4,520 -61%
JWM
93
JGP Wealth Management
Oregon
$204K 2,856 +2,856 New
PA
94
Parallel Advisors
California
$197K 2,763 – –
WIM
95
WealthPlan Investment Management
Nebraska
$140K 1,968 +1,968 New
UBS Group
96
UBS Group
Switzerland
$114K 1,604 +1,604 New
CA
97
Clearstead Advisors
Ohio
$91.2K 1,280 – –
Wells Fargo
98
Wells Fargo
California
$82.1K 1,151 +125 +12%
DIP
99
DT Investment Partners
Pennsylvania
$81.1K 1,124 +69 +7%
GRP
100
Global Retirement Partners
California
$72.2K 1,019 -157 -13%
2 3
4
5 6