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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$19.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.52M
4
MOS
4
MGO One Seven
Ohio
$3.28M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
126
Aptus Capital Advisors
Alabama
$2.35K 33 +33 New
FMLI
127
Fukoku Mutual Life Insurance
Japan
– – -128,000 Closed
PAS
128
Park Avenue Securities
New York
– – -51,774 Closed
MML Investors Services
129
MML Investors Services
Massachusetts
– – -27,731 Closed
WAP
130
Wealthcare Advisory Partners
Pennsylvania
– – -13,821 Closed
SW
131
SteelPeak Wealth
California
– – -10,137 Closed
SFPG
132
Stonebridge Financial Planning Group
Florida
– – -8,229 Closed
AWS
133
Atria Wealth Solutions
New York
– – -7,660 Closed
LFA
134
LGT Financial Advisors
Texas
– – -5,471 Closed
TCA
135
Transcend Capital Advisors
New Jersey
– – -4,864 Closed
CS
136
Comerica Securities
Michigan
– – -4,541 Closed
BAAM
137
Baker Avenue Asset Management
California
– – -4,159 Closed
AAS
138
Avantax Advisory Services
Texas
– – -3,733 Closed
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
– – -3,611 Closed
FG
140
Foster Group
Iowa
– – -3,404 Closed
NRI
141
NFP Retirement Inc
California
– – -3,017 Closed
USCWA
142
U.S. Capital Wealth Advisors
Texas
– – -1,719 Closed
PPC
143
Park Place Capital
Alabama
– – -812 Closed
LAM
144
Lakewood Asset Management
Illinois
– – -600 Closed
MCC
145
Money Concepts Capital
Florida
– – -455 Closed
AAG
146
Armstrong Advisory Group
Massachusetts
– – -250 Closed
CFGS
147
Concourse Financial Group Securities
Alabama
– – – –
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