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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.13M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.43M

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$239K
4
RCS
4
Retirement Capital Strategies
California
$1.95M
5
SA
5
Sanctuary Advisors
Indiana
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
76
GenTrust
Florida
$576K – – –
CI Investments Inc
77
CI Investments Inc
Ontario, Canada
$573K -$20.3K -200 -3%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$563K +$609 +6 +0.1%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$522K +$36.3K +358 +7%
EWA
80
EverSource Wealth Advisors
Alabama
$519K – – –
SVWG
81
Shared Vision Wealth Group
United States
$518K – – –
WBG
82
Wharton Business Group
Pennsylvania
$507K – – –
SIA
83
SkyView Investment Advisors
New Jersey
$492K -$2.47K -25 -0.5%
AM
84
AGF Management
Ontario, Canada
$477K +$30.5K +300 +7%
FWP
85
Firethorn Wealth Partners
Georgia
$474K -$914 -9 -0.2%
CW
86
CreativeOne Wealth
Kansas
$472K +$33.4K +329 +8%
IC
87
IEQ Capital
California
$456K +$203 +2 +0%
UAS
88
United Asset Strategies
New York
$446K -$26K -256 -6%
Jane Street
89
Jane Street
New York
$439K +$439K +4,329 New
NCM
90
Novare Capital Management
North Carolina
$425K – – –
SWA
91
Stratos Wealth Advisors
Ohio
$424K +$32.9K +324 +8%
WA
92
Win Advisors
Florida
$403K -$406 -4 -0.1%
RWA
93
Redhawk Wealth Advisors
Minnesota
$396K +$396K +3,896 New
SM
94
Sweeney & Michel
California
$393K +$11.6K +112 +3%
MFA
95
Mayflower Financial Advisors
Massachusetts
$388K +$22.5K +222 +6%
FFA
96
Fragasso Financial Advisors
Pennsylvania
$387K – – –
PI
97
PFG Investments
New York
$384K +$45.1K +444 +13%
SB
98
Strategic Blueprint
Georgia
$356K -$10.7K -105 -3%
DT
99
Diversified Trust
Tennessee
$347K – – –
AF
100
Apexium Financial
Texas
$332K +$609 +6 +0.2%
2 3
4
5 6