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iShares ESG MSCI USA Leaders ETF

121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
101
Wells Fargo
California
$80.3K -$8.83K -114 -10%
IA
102
IFP Advisors
Florida
$71.9K
DWMG
103
DB Wealth Management Group
California
$49.7K
Citigroup
104
Citigroup
New York
$48.1K +$39.9K +516 +491%
GIA
105
GHP Investment Advisors
Colorado
$44.9K -$30.8K -394 -41%
GRP
106
Global Retirement Partners
California
$44K -$34.9K -451 -44%
SWM
107
Spire Wealth Management
Virginia
$41.8K -$8.44K -109 -17%
WP
108
WealthShield Partners
North Carolina
$41.7K
HI
109
Harbour Investments
Wisconsin
$41.3K +$41.3K +534 New
AA
110
Ancora Advisors
Ohio
$33.7K
FRA
111
Front Row Advisors
California
$26K
First Manhattan
112
First Manhattan
New York
$23.2K
LFG
113
Larson Financial Group
Missouri
$21.3K +$8.29K +107 +64%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$21K +$77 +1 +0.4%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$17.1K
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$15.8K -$27.5K -254 -64%
YAL
117
Your Advocates Ltd
Texas
$14.6K
HWA
118
HHM Wealth Advisors
Tennessee
$12.1K
NSG
119
Nalls Sherbakoff Group
Tennessee
$8.84K
CTWM
120
Cherry Tree Wealth Management
Minnesota
$7.59K +$7.59K +98 New
Morgan Stanley
121
Morgan Stanley
New York
$2.4K -$2.25K -29 -48%
IMPI
122
Ilmarinen Mutual Pension Insurance
Finland
-$2B -28,056,337 Closed
SR
123
Swiss Re
Switzerland
-$75.7M -1,062,655 Closed
MOS
124
MGO One Seven
Ohio
-$3.28M -46,043 Closed
Mariner
125
Mariner
Kansas
-$821K -11,527 Closed