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iShares ESG MSCI USA Leaders ETF

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
76
SkyView Investment Advisors
New Jersey
$488K -$6.53K -67 -1%
WBG
77
Wharton Business Group
Pennsylvania
$486K
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$466K -$44.7K -459 -9%
FWP
79
Firethorn Wealth Partners
Georgia
$456K -$43.7K -449 -9%
UAS
80
United Asset Strategies
New York
$453K -$4.29K -44 -0.9%
IC
81
IEQ Capital
California
$438K +$195 +2 +0%
AM
82
AGF Management
Ontario, Canada
$429K -$68.2K -700 -14%
CW
83
CreativeOne Wealth
Kansas
$421K -$31.7K -325 -7%
ACA
84
Affinity Capital Advisors
California
$417K +$45.2K +464 +12%
NCM
85
Novare Capital Management
North Carolina
$408K +$408K +4,190 New
TLFA
86
True Link Financial Advisors
California
$390K -$188K -1,927 -33%
Stifel Financial
87
Stifel Financial
Missouri
$389K -$10.1K -104 -3%
WA
88
Win Advisors
Florida
$387K +$387K +3,973 New
BMD
89
Better Money Decisions
New Mexico
$386K +$877 +9 +0.2%
SWA
90
Stratos Wealth Advisors
Ohio
$375K -$23.9K -245 -6%
HI
91
Harbour Investments
Wisconsin
$372K -$7.89K -81 -2%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$372K +$372K +3,814 New
SM
93
Sweeney & Michel
California
$367K +$20.7K +208 +6%
SB
94
Strategic Blueprint
Georgia
$351K
MFA
95
Mayflower Financial Advisors
Massachusetts
$351K -$19.3K -198 -5%
VW
96
Veridan Wealth
Oregon
$338K +$338K +3,117 New
DT
97
Diversified Trust
Tennessee
$333K -$18.5K -190 -5%
PI
98
PFG Investments
New York
$326K +$25.1K +258 +8%
AF
99
Apexium Financial
Texas
$318K +$47.7K +490 +18%
MA
100
MKT Advisors
California
$312K