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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$92.9K – – –
LFA
127
LGT Financial Advisors
Texas
$90.8K +$282 +3 +0.3%
GRP
128
Global Retirement Partners
California
$65.3K – – –
NP
129
NorthRock Partners
Minnesota
$55.7K +$55.7K +594 New
GIA
130
GHP Investment Advisors
Colorado
$54K – – –
DIP
131
DT Investment Partners
Pennsylvania
$46.7K +$657 +7 +1%
AA
132
Ancora Advisors
Ohio
$40.8K – – –
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$34.7K +$94 +1 +0.3%
First Manhattan
134
First Manhattan
New York
$28.2K – – –
LFG
135
Larson Financial Group
Missouri
$25.8K – – –
FRA
136
Front Row Advisors
California
$25.3K -$2.16K -23 -8%
CA
137
CoreCap Advisors
Michigan
$23.5K +$23.5K +250 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$21.6K – – –
SWM
139
Spire Wealth Management
Virginia
$16.4K – – –
FIM
140
Fernwood Investment Management
Massachusetts
$16K +$16K +171 New
HWA
141
HHM Wealth Advisors
Tennessee
$12.9K – – –
KFS
142
Kelly Financial Services
Massachusetts
$9.76K -$938 -10 -9%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$9.2K – – –
MCM
144
Manchester Capital Management
Vermont
$285 – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$85 +$85 +1 New
Two Sigma Investments
146
Two Sigma Investments
New York
– -$506K -6,000 Closed
TWM
147
TSA Wealth Management
Texas
– -$411K -4,874 Closed
MRC
148
Millburn Ridgefield Corp
New York
– -$264K -3,126 Closed
RFP
149
RCS Financial Planning
Maryland
– -$205K -2,425 Closed
MSWM
150
McGlone Suttner Wealth Management
Wisconsin
– -$87.7K -1,039 Closed
3 4 5
6
7