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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.13M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.43M

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$239K
4
RCS
4
Retirement Capital Strategies
California
$1.95M
5
SA
5
Sanctuary Advisors
Indiana
$9.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
101
HB Wealth Management
Georgia
$328K +$39.8K +392 +14%
RIA
102
Regal Investment Advisors
Michigan
$328K +$11.2K +110 +4%
FG
103
Foster Group
Iowa
$323K +$15.1K +149 +5%
BMD
104
Better Money Decisions
New Mexico
$323K -$79.8K -786 -20%
SP
105
SWS Partners
Ohio
$322K +$20.3K +200 +7%
HFA
106
High Falls Advisors
New York
$315K +$42.6K +420 +16%
NL
107
NWAM LLC
Washington
$314K +$314K +3,095 New
MA
108
MKT Advisors
California
$314K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$312K +$312K +3,074 New
DAS
110
Dynamic Advisor Solutions
Arizona
$308K +$308K +3,035 New
Citigroup
111
Citigroup
New York
$305K +$152K +1,498 +100%
FCM
112
Firestone Capital Management
Florida
$296K -$6.29K -62 -2%
BAM
113
BOS Asset Management
Illinois
$292K – – –
Cerity Partners
114
Cerity Partners
New York
$289K -$6.6K -65 -2%
PA
115
Parallel Advisors
California
$281K – – –
Mariner
116
Mariner
Kansas
$277K +$14.9K +147 +6%
JWM
117
JGP Wealth Management
Oregon
$276K +$203 +2 +0.1%
Millennium Management
118
Millennium Management
New York
$269K +$269K +2,646 New
AG
119
Ascent Group
Virginia
$255K -$8.93K -88 -3%
MSA
120
Marino Stram & Associates
Massachusetts
$249K – – –
AIA
121
Alera Investment Advisors
Illinois
$248K -$26.2K -258 -10%
Citadel Advisors
122
Citadel Advisors
Florida
$239K -$3.05M -30,043 -93%
Morgan Stanley
123
Morgan Stanley
New York
$235K -$4.27K -42 -2%
LPAM
124
Lodestar Private Asset Management
California
$234K +$711 +7 +0.3%
HWM
125
Horizon Wealth Management
Illinois
$228K -$406 -4 -0.2%
3 4
5
6 7