SUSL icon

iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
101
Park Avenue Securities
New York
$213K +$213K +2,822 New
D
102
Dentgroup
Louisiana
$209K +$7.16K +95 +4%
PA
103
Parallel Advisors
California
$208K
GM
104
GeoWealth Management
Illinois
$198K +$198K +2,626 New
CA
105
Clearstead Advisors
Ohio
$193K +$96.5K +1,280 +100%
Wells Fargo
106
Wells Fargo
California
$110K +$31.8K +422 +41%
Morgan Stanley
107
Morgan Stanley
New York
$86.4K +$84K +1,114 +3,594%
DIP
108
DT Investment Partners
Pennsylvania
$84.8K
TRCT
109
Tower Research Capital (TRC)
New York
$84.1K -$76.8K -1,019 -48%
NA
110
NewEdge Advisors
Louisiana
$74.7K +$74.7K +990 New
LFA
111
LGT Financial Advisors
Texas
$72.2K +$72.2K +958 New
UBS Group
112
UBS Group
Switzerland
$62.8K +$62.8K +833 New
DWMG
113
DB Wealth Management Group
California
$48.4K
GRP
114
Global Retirement Partners
California
$44.1K +$1.43K +19 +3%
GIA
115
GHP Investment Advisors
Colorado
$43.8K
WP
116
WealthShield Partners
North Carolina
$40.8K
HI
117
Harbour Investments
Wisconsin
$40.3K
AA
118
Ancora Advisors
Ohio
$32.8K
Citigroup
119
Citigroup
New York
$29.1K -$17.7K -235 -38%
SWM
120
Spire Wealth Management
Virginia
$24.4K -$16.3K -216 -40%
First Manhattan
121
First Manhattan
New York
$22.6K
FRA
122
Front Row Advisors
California
$22.1K -$2.87K -38 -11%
LFG
123
Larson Financial Group
Missouri
$20.8K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$20.4K
YAL
125
Your Advocates Ltd
Texas
$14.3K