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iShares ESG MSCI USA Leaders ETF

114 hedge funds and large institutions have $2.3B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
48
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
101
DB Wealth Management Group
California
$38K
SWM
102
Spire Wealth Management
Virginia
$29K +$29K +476 New
MCC
103
Money Concepts Capital
Florida
$28K
AA
104
Ancora Advisors
Ohio
$27K
FRA
105
Front Row Advisors
California
$21K -$991 -16 -5%
APA
106
American Portfolios Advisors
New York
$18.7K
First Manhattan
107
First Manhattan
New York
$18K +$18K +300 New
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$15K
YAL
109
Your Advocates Ltd
Texas
$12K +$64 +1 +0.5%
HWA
110
HHM Wealth Advisors
Tennessee
$10K
HWP
111
Highline Wealth Partners
California
$7.72K +$7.72K +125 New
Morgan Stanley
112
Morgan Stanley
New York
$4K -$24.5K -368 -86%
EIP
113
Ellis Investment Partners
Pennsylvania
$2K +$43 +1 +2%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$23 +$7 +100 +45%
SFS
115
Security Financial Services
Indiana
-$3.8M -57,198 Closed
NCM
116
Northland Capital Management
Minnesota
-$2.68M -40,427 Closed
OAP
117
One Advisory Partners
Kansas
-$928K -13,981 Closed
OMC
118
Old Mission Capital
Illinois
-$769K -11,579 Closed
HFA
119
High Falls Advisors
New York
-$548K -8,253 Closed
RCS
120
Retirement Capital Strategies
California
-$536K -8,070 Closed
DAS
121
Dynamic Advisor Solutions
Arizona
-$454K -6,844 Closed
USCWA
122
U.S. Capital Wealth Advisors
Texas
-$237K -3,566 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
-$207K -3,125 Closed
MHR
124
Matthew Hamilton Rosenberg
-$80K -1,192 Closed
DC
125
Darrow Company
Massachusetts
-$52K -796 Closed