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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

158 hedge funds and large institutions have $759M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87.9M
5
RSWM
5
Robertson Stephens Wealth Management
California
$6.19M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$170M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.4M
3
GM
3
GeoWealth Management
Illinois
$13.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COCM
76
Charter Oak Capital Management
New Hampshire
$643K – – –
AWM
77
Aries Wealth Management
Maine
$616K – – –
BFG
78
Beacon Financial Group
Texas
$606K -$1.34K -13 -0.2%
PCMC
79
Private Capital Management (Colorado)
Colorado
$602K -$117K -1,134 -16%
G
80
GenTrust
Florida
$585K – – –
WAP
81
Wealthcare Advisory Partners
Pennsylvania
$573K +$1.75K +17 +0.3%
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$553K -$28.3K -275 -5%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$552K +$546K +5,297 +8,684%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$545K +$15.1K +147 +3%
VFP
85
Vested Financial Planning
California
$533K +$533K +5,169 New
SVWG
86
Shared Vision Wealth Group
United States
$525K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$512K -$14.4K -140 -3%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$499K -$127K -1,236 -20%
SIA
89
SkyView Investment Advisors
New Jersey
$494K -$19.3K -187 -4%
FWP
90
Firethorn Wealth Partners
Georgia
$478K -$2.47K -24 -0.5%
AM
91
AGF Management
Ontario, Canada
$464K -$20.6K -200 -4%
SWA
92
Stratos Wealth Advisors
Ohio
$464K +$33.7K +327 +8%
IC
93
IEQ Capital
California
$463K +$309 +3 +0.1%
UAS
94
United Asset Strategies
New York
$439K -$13K -126 -3%
HI
95
Humankind Investments
New York
$424K +$424K +4,105 New
NCM
96
Novare Capital Management
North Carolina
$421K -$10.3K -100 -2%
PI
97
PFG Investments
New York
$418K +$28.2K +274 +7%
Cerity Partners
98
Cerity Partners
New York
$409K +$116K +1,129 +40%
RWA
99
Redhawk Wealth Advisors
Minnesota
$403K +$1.34K +13 +0.3%
VW
100
Veridan Wealth
Oregon
$400K +$400K +3,856 New
2 3
4
5 6