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iShares ESG MSCI USA Leaders ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$100K +$100K +1,028 New
NA
127
NewEdge Advisors
Louisiana
$96.5K
LFA
128
LGT Financial Advisors
Texas
$94.5K +$195 +2 +0.2%
GRP
129
Global Retirement Partners
California
$67.8K
GIA
130
GHP Investment Advisors
Colorado
$56K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$53K +$16.9K +174 +47%
DIP
132
DT Investment Partners
Pennsylvania
$48.5K
AA
133
Ancora Advisors
Ohio
$42.4K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$27K +$27K +273 New
LFG
135
Larson Financial Group
Missouri
$26.8K
CA
136
CoreCap Advisors
Michigan
$24.4K
Qube Research & Technologies (QRT)
137
Qube Research & Technologies (QRT)
United Kingdom
$22.4K
FRA
138
Front Row Advisors
California
$22.1K -$4.19K -43 -16%
HWA
139
HHM Wealth Advisors
Tennessee
$13.3K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$12.3K +$12.3K +126 New
CTWM
141
Cherry Tree Wealth Management
Minnesota
$9.55K
SWM
142
Spire Wealth Management
Virginia
$8.18K -$8.87K -91 -52%
KFS
143
Kelly Financial Services
Massachusetts
$1.27K -$8.87K -91 -88%
MCM
144
Manchester Capital Management
Vermont
$296
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$97
Goldman Sachs
146
Goldman Sachs
New York
-$2.63M -27,996 Closed
FTUS
147
Flow Traders U.S.
New York
-$2.29M -24,446 Closed
MWM
148
Mission Wealth Management
California
-$1.19M -12,698 Closed
DFA
149
DHK Financial Advisors
New Hampshire
-$535K -5,705 Closed
MA
150
Mutual Advisors
Nebraska
-$439K -4,673 Closed