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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

158 hedge funds and large institutions have $759M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87.9M
5
RSWM
5
Robertson Stephens Wealth Management
California
$6.19M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$170M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.4M
3
GM
3
GeoWealth Management
Illinois
$13.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WBG
101
Wharton Business Group
Pennsylvania
$399K -$115K -1,115 -22%
KWA
102
Kingswood Wealth Advisors
California
$398K +$398K +3,858 New
FFA
103
Fragasso Financial Advisors
Pennsylvania
$393K – – –
MFA
104
Mayflower Financial Advisors
Massachusetts
$393K -$1.03K -10 -0.3%
CW
105
CreativeOne Wealth
Kansas
$367K -$112K -1,091 -23%
DT
106
Diversified Trust
Tennessee
$352K – – –
RW
107
Ridgeline Wealth
Arizona
$345K +$345K +3,350 New
AF
108
Apexium Financial
Texas
$343K +$6.49K +63 +2%
SB
109
Strategic Blueprint
Georgia
$341K -$20.2K -196 -6%
FG
110
Foster Group
Iowa
$333K +$4.33K +42 +1%
MA
111
MKT Advisors
California
$330K – – –
NL
112
NWAM LLC
Washington
$319K – – –
HWM
113
HB Wealth Management
Georgia
$319K -$14.5K -141 -4%
RIA
114
Regal Investment Advisors
Michigan
$316K -$17.1K -166 -5%
Citigroup
115
Citigroup
New York
$310K +$618 +6 +0.2%
DAS
116
Dynamic Advisor Solutions
Arizona
$305K -$8.14K -79 -3%
FCM
117
Firestone Capital Management
Florida
$301K +$515 +5 +0.2%
BAM
118
BOS Asset Management
Illinois
$296K – – –
JWM
119
JGP Wealth Management
Oregon
$289K +$8.86K +86 +3%
BMD
120
Better Money Decisions
New Mexico
$288K -$39.5K -383 -12%
Mariner
121
Mariner
Kansas
$286K +$5.05K +49 +2%
PA
122
Parallel Advisors
California
$285K – – –
HWM
123
Horizon Wealth Management
Illinois
$271K +$39.3K +381 +17%
AA
124
Armis Advisers
Georgia
$263K +$263K +2,555 New
UBS Group
125
UBS Group
Switzerland
$261K +$224K +2,177 +610%
3 4
5
6 7