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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$71.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$8.29M
5
SWA
5
Sax Wealth Advisors
New Jersey
$2.83M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$312M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59.2M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$8.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
101
Regal Investment Advisors
Michigan
$304K -$13.3K -137 -4%
FG
102
Foster Group
Iowa
$296K +$2.44K +25 +0.8%
FCM
103
Firestone Capital Management
Florida
$290K +$5.46K +56 +2%
SP
104
SWS Partners
Ohio
$290K -$29.4K -302 -9%
Cerity Partners
105
Cerity Partners
New York
$284K – – –
BAM
106
BOS Asset Management
Illinois
$280K – – –
HWM
107
HB Wealth Management
Georgia
$277K +$277K +2,843 New
PA
108
Parallel Advisors
California
$269K – – –
JWM
109
JGP Wealth Management
Oregon
$265K – – –
AIA
110
Alera Investment Advisors
Illinois
$263K +$263K +2,702 New
HFA
111
High Falls Advisors
New York
$261K -$191K -1,963 -42%
AG
112
Ascent Group
Virginia
$253K +$253K +2,599 New
Mariner
113
Mariner
Kansas
$252K +$252K +2,584 New
MSA
114
Marino Stram & Associates
Massachusetts
$239K – – –
Morgan Stanley
115
Morgan Stanley
New York
$229K +$73.7K +756 +47%
LPAM
116
Lodestar Private Asset Management
California
$224K +$487 +5 +0.2%
ASN
117
Advisory Services Network
Georgia
$222K -$105K -1,073 -32%
HWM
118
Horizon Wealth Management
Illinois
$219K +$3.7K +38 +2%
IFWM
119
Institute for Wealth Management
Colorado
$214K – – –
PCS
120
Personal CFO Solutions
New Jersey
$205K +$205K +2,104 New
MRC
121
Millburn Ridgefield Corp
New York
$172K +$172K +1,767 New
Citigroup
122
Citigroup
New York
$147K -$682 -7 -0.5%
EPW
123
Evergreen Private Wealth
Colorado
$142K -$585 -6 -0.4%
CAM
124
Clarity Asset Management
Iowa
$125K +$125K +1,279 New
YAL
125
Your Advocates Ltd
Texas
$102K – – –
3 4
5
6 7