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iShares ESG MSCI USA Leaders ETF

138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
54
Reduced
43
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
76
DHK Financial Advisors
New Hampshire
$480K +$480K +5,691 New
G
77
GenTrust
Florida
$479K
WBG
78
Wharton Business Group
Pennsylvania
$462K
EWA
79
EverSource Wealth Advisors
Alabama
$438K
AM
80
AGF Management
Ontario, Canada
$430K +$110K +1,300 +34%
MFA
81
Mayflower Financial Advisors
Massachusetts
$415K -$127K -1,502 -23%
TWM
82
TSA Wealth Management
Texas
$411K +$411K +4,874 New
HFA
83
High Falls Advisors
New York
$406K +$26.3K +312 +7%
IC
84
IEQ Capital
California
$395K +$591 +7 +0.1%
UAS
85
United Asset Strategies
New York
$394K -$46.9K -556 -11%
SB
86
Strategic Blueprint
Georgia
$394K -$70.5K -836 -15%
CAN
87
Cetera Advisor Networks
California
$392K +$675 +8 +0.2%
TRCT
88
Tower Research Capital (TRC)
New York
$346K +$252K +2,986 +268%
Stifel Financial
89
Stifel Financial
Missouri
$345K -$71.8K -851 -17%
SWA
90
Stratos Wealth Advisors
Ohio
$344K -$31.1K -369 -8%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$338K +$3.97K +47 +1%
HI
92
Harbour Investments
Wisconsin
$332K +$287K +3,405 +638%
NL
93
NWAM LLC
Washington
$322K -$12.7K -150 -4%
ACA
94
Affinity Capital Advisors
California
$322K -$61.3K -727 -16%
ASN
95
Advisory Services Network
Georgia
$306K +$14.7K +174 +5%
DT
96
Diversified Trust
Tennessee
$304K
RIA
97
Regal Investment Advisors
Michigan
$275K +$2.62K +31 +1%
FCM
98
Firestone Capital Management
Florida
$264K +$1.77K +21 +0.7%
MRC
99
Millburn Ridgefield Corp
New York
$264K +$264K +3,126 New
MA
100
MKT Advisors
California
$260K