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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$59.1M
2
WP
2
WealthSource Partners
California
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.98M
4
KWM
4
Keebeck Wealth Management
Illinois
$2.75M
5
RSWM
5
Robertson Stephens Wealth Management
California
$3.11M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.18M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$1.77B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GIA
5
Goodwin Investment Advisory
Georgia
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
101
Morgan Stanley
New York
$28K – – –
FRA
102
Front Row Advisors
California
$24K – – –
APA
103
American Portfolios Advisors
New York
$20.1K – – –
CA
104
CoreCap Advisors
Michigan
$17K +$17K +250 New
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$16K – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$15K +$14.9K +229 +22,900%
YAL
107
Your Advocates Ltd
Texas
$12K – – –
HWA
108
HHM Wealth Advisors
Tennessee
$10K +$10K +156 New
FCA
109
FinTrust Capital Advisors
South Carolina
$3K – – –
EIP
110
Ellis Investment Partners
Pennsylvania
$3K +$533 +8 +22%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$16 – – –
MB
112
Mizuho Bank
Japan
– -$95M -1,200,000 Closed
FTUS
113
Flow Traders U.S.
New York
– -$3.51M -44,371 Closed
TCM
114
Triumph Capital Management
Colorado
– -$536K -6,766 Closed
AWM
115
Aries Wealth Management
Maine
– -$351K -4,428 Closed
FCM
116
Firestone Capital Management
Florida
– -$302K -3,815 Closed
Bank of New York Mellon
117
Bank of New York Mellon
New York
– -$278K -3,511 Closed
BAM
118
Belpointe Asset Management
Nevada
– -$158K -1,999 Closed
MRC
119
Millburn Ridgefield Corp
New York
– -$110K -1,390 Closed
GRP
120
Global Retirement Partners
California
– -$28K -413 Closed
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
– -$9K -112 Closed
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