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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
76
Goodwin Investment Advisory
Georgia
$398K -$30.9K -410 -7%
UAS
77
United Asset Strategies
New York
$394K +$34.2K +453 +9%
EWA
78
EverSource Wealth Advisors
Alabama
$392K -$45K -597 -10%
Stifel Financial
79
Stifel Financial
Missouri
$372K -$905 -12 -0.2%
IC
80
IEQ Capital
California
$352K +$14.2K +188 +4%
CAN
81
Cetera Advisor Networks
California
$350K -$23.1K -306 -6%
Marshall Wace
82
Marshall Wace
United Kingdom
$350K +$350K +4,635 New
ACA
83
Affinity Capital Advisors
California
$342K +$342K +4,540 New
SM
84
Sweeney & Michel
California
$341K -$109K -1,416 -24%
HFA
85
High Falls Advisors
New York
$339K +$339K +4,501 New
SWA
86
Stratos Wealth Advisors
Ohio
$335K +$528 +7 +0.2%
NL
87
NWAM LLC
Washington
$299K +$299K +3,968 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$298K -$71.1K -944 -19%
AM
89
AGF Management
Ontario, Canada
$287K -$128K -1,700 -31%
DT
90
Diversified Trust
Tennessee
$272K
ASN
91
Advisory Services Network
Georgia
$260K -$7.54K -100 -3%
RIA
92
Regal Investment Advisors
Michigan
$243K -$49.8K -661 -17%
MA
93
MKT Advisors
California
$236K
FCM
94
Firestone Capital Management
Florida
$234K +$23.5K +312 +11%
RFP
95
RCS Financial Planning
Maryland
$234K -$23.3K -307 -9%
FG
96
Foster Group
Iowa
$230K -$377 -5 -0.2%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$226K +$215K +2,855 +1,955%
SP
98
SWS Partners
Ohio
$226K -$12.9K -171 -5%
JWM
99
JGP Wealth Management
Oregon
$218K
BAM
100
BOS Asset Management
Illinois
$217K +$217K +2,872 New