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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
47
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68M
2
SR
Swiss Re
Switzerland
$70.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.2M
4
Bank of America
Bank of America
North Carolina
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.3M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$1.49M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$1.76B
3
Jane Street
Jane Street
New York
$0
4
Creative Planning
Creative Planning
Kansas
$12.6M
5
OCM
One Capital Management
California
$538K
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
101
NFP Retirement Inc
California
$200K +$200K +3,017 New
PA
102
Parallel Advisors
California
$183K – – –
USCWA
103
U.S. Capital Wealth Advisors
Texas
$114K +$114K +1,719 New
CA
104
Clearstead Advisors
Ohio
$84.9K -$37.1K -560 -30%
GRP
105
Global Retirement Partners
California
$78K +$37.8K +570 +94%
DIP
106
DT Investment Partners
Pennsylvania
$70K -$1.06K -16 -1%
Wells Fargo
107
Wells Fargo
California
$68K -$1.28M -19,255 -95%
GIA
108
GHP Investment Advisors
Colorado
$64.3K – – –
PPC
109
Park Place Capital
Alabama
$54K +$54K +812 New
IA
110
IFP Advisors
Florida
$45K +$875 +18 +2%
NRC
111
New Republic Capital
North Carolina
$42.6K +$42.6K +642 New
DWMG
112
DB Wealth Management Group
California
$41.1K – – –
LAM
113
Lakewood Asset Management
Illinois
$40K +$40K +600 New
MCC
114
Money Concepts Capital
Florida
$30.2K – – –
SWM
115
Spire Wealth Management
Virginia
$30K -$1.88K -28 -6%
AA
116
Ancora Advisors
Ohio
$29K – – –
FRA
117
Front Row Advisors
California
$22K -$532 -8 -2%
First Manhattan
118
First Manhattan
New York
$19.9K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$17.8K +$17.8K +269 New
CA
120
CoreCap Advisors
Michigan
$16.6K +$16.6K +250 New
AAG
121
Armstrong Advisory Group
Massachusetts
$16.6K +$16.6K +250 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$16.2K – – –
BAM
123
Belpointe Asset Management
Nevada
$16K +$16K +241 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$15.9K -$7.18K -100 -31%
YAL
125
Your Advocates Ltd
Texas
$12.5K +$66 +1 +0.5%
2 3 4
5
6