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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
54
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.4M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$418M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.1M
4
TLFA
4
True Link Financial Advisors
California
$555K
5
Creative Planning
5
Creative Planning
Kansas
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
101
SWS Partners
Ohio
$257K +$4.22K +50 +2%
JWM
102
JGP Wealth Management
Oregon
$247K +$2.28K +27 +0.9%
Cerity Partners
103
Cerity Partners
New York
$246K +$246K +2,910 New
BAM
104
BOS Asset Management
Illinois
$242K – – –
AF
105
Apexium Financial
Texas
$234K +$234K +2,772 New
PA
106
Parallel Advisors
California
$233K – – –
FG
107
Foster Group
Iowa
$230K – – –
GM
108
GeoWealth Management
Illinois
$222K +$674 +8 +0.3%
DAS
109
Dynamic Advisor Solutions
Arizona
$218K +$218K +2,631 New
LPAM
110
Lodestar Private Asset Management
California
$207K +$207K +2,455 New
MSA
111
Marino Stram & Associates
Massachusetts
$207K +$207K +2,451 New
RFP
112
RCS Financial Planning
Maryland
$205K -$55.4K -657 -21%
Morgan Stanley
113
Morgan Stanley
New York
$138K +$41.1K +487 +43%
EPW
114
Evergreen Private Wealth
Colorado
$131K +$131K +1,551 New
CA
115
Clearstead Advisors
Ohio
$108K -$108K -1,280 -50%
YAL
116
Your Advocates Ltd
Texas
$88.2K +$72.3K +857 +453%
MSWM
117
McGlone Suttner Wealth Management
Wisconsin
$87.7K +$87.7K +1,039 New
NA
118
NewEdge Advisors
Louisiana
$83.5K – – –
LFA
119
LGT Financial Advisors
Texas
$81.4K +$591 +7 +0.7%
Citigroup
120
Citigroup
New York
$66.5K +$33.9K +402 +104%
GRP
121
Global Retirement Partners
California
$59.2K +$9.27K +109 +19%
DWMG
122
DB Wealth Management Group
California
$54.2K – – –
GIA
123
GHP Investment Advisors
Colorado
$48.5K – – –
WP
124
WealthShield Partners
North Carolina
$45.5K – – –
DIP
125
DT Investment Partners
Pennsylvania
$43.1K -$55.6K -633 -56%
2 3 4
5
6