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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
G
76
GenTrust
Florida
$533K 5,675 – –
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$518K 5,524 -723 -12%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$492K 5,243 +5,243 New
FWP
79
Firethorn Wealth Partners
Georgia
$481K 5,124 -716 -12%
AM
80
AGF Management
Ontario, Canada
$479K 5,100 – –
SIA
81
SkyView Investment Advisors
New Jersey
$470K 5,071 +5,071 New
WBG
82
Wharton Business Group
Pennsylvania
$468K 4,990 -490 -9%
EWA
83
EverSource Wealth Advisors
Alabama
$459K 5,110 -83 -2%
UAS
84
United Asset Strategies
New York
$440K 4,690 +16 +0.3%
CAN
85
Cetera Advisor Networks
California
$440K 4,683 +39 +0.8%
MA
86
Mutual Advisors
Nebraska
$439K 4,673 +4,673 New
CW
87
CreativeOne Wealth
Kansas
$436K 4,645 -1,197 -20%
HFA
88
High Falls Advisors
New York
$436K 4,643 -170 -4%
CFSG
89
Community Financial Services Group
Vermont
$433K 4,611 +4,611 New
IC
90
IEQ Capital
California
$421K 4,490 -187 -4%
SWA
91
Stratos Wealth Advisors
Ohio
$384K 4,094 +23 +0.6%
Stifel Financial
92
Stifel Financial
Missouri
$384K 4,092 +4 +0.1%
BMD
93
Better Money Decisions
New Mexico
$371K 3,957 +3,957 New
HI
94
Harbour Investments
Wisconsin
$366K 3,904 -35 -0.9%
ACA
95
Affinity Capital Advisors
California
$358K 3,813 – –
MFA
96
Mayflower Financial Advisors
Massachusetts
$357K 3,799 -1,122 -23%
NL
97
NWAM LLC
Washington
$347K 3,764 -54 -1%
SB
98
Strategic Blueprint
Georgia
$339K 3,607 -1,066 -23%
DT
99
Diversified Trust
Tennessee
$338K 3,605 – –
SM
100
Sweeney & Michel
California
$324K 3,479 +3,479 New
2 3
4
5 6