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iShares ESG MSCI USA Leaders ETF

121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$383K +$1.01K +13 +0.3%
CAN
77
Cetera Advisor Networks
California
$383K +$14.2K +184 +4%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$379K -$2.17K -28 -0.6%
UAS
79
United Asset Strategies
New York
$370K -$113K -1,455 -23%
DA
80
Detalus Advisors
Missouri
$352K -$231K -2,987 -40%
IC
81
IEQ Capital
California
$347K +$232 +3 +0.1%
SWA
82
Stratos Wealth Advisors
Ohio
$343K -$54.4K -703 -14%
RIA
83
Regal Investment Advisors
Michigan
$301K -$44.4K -574 -13%
DT
84
Diversified Trust
Tennessee
$279K
ASN
85
Advisory Services Network
Georgia
$275K -$112K -1,447 -29%
RFP
86
RCS Financial Planning
Maryland
$262K -$78.4K -1,013 -23%
MA
87
MKT Advisors
California
$251K
PCA
88
Pallas Capital Advisors
Massachusetts
$247K +$247K +3,124 New
SP
89
SWS Partners
Ohio
$246K -$11.8K -153 -5%
FG
90
Foster Group
Iowa
$237K +$237K +3,056 New
JWM
91
JGP Wealth Management
Oregon
$224K +$3.17K +41 +1%
FCM
92
Firestone Capital Management
Florida
$221K +$221K +2,794 New
PA
93
Parallel Advisors
California
$214K
HPM
94
Hoxton Planning & Management
West Virginia
$207K -$43.4K -560 -17%
TC
95
TownSquare Capital
Utah
$207K +$207K +2,674 New
D
96
Dentgroup
Louisiana
$207K -$16.6K -214 -7%
TRCT
97
Tower Research Capital (TRC)
New York
$165K +$117K +1,509 +241%
WIM
98
WealthPlan Investment Management
Nebraska
$152K
CA
99
Clearstead Advisors
Ohio
$99.1K
DIP
100
DT Investment Partners
Pennsylvania
$89.7K