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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 %
IFWM
126
Institute for Wealth Management
Colorado
$223K – – –
ASN
127
Advisory Services Network
Georgia
$222K – – –
HighTower Advisors
128
HighTower Advisors
Illinois
$219K +$219K +2,157 New
PCS
129
Personal CFO Solutions
New Jersey
$214K – – –
US Bancorp
130
US Bancorp
Minnesota
$213K +$109K +1,072 +104%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$208K +$208K +2,050 New
SS
132
Sunbelt Securities
Texas
$149K +$149K +1,464 New
EPW
133
Evergreen Private Wealth
Colorado
$148K – – –
CAM
134
Clarity Asset Management
Iowa
$128K -$1.93K -19 -1%
YAL
135
Your Advocates Ltd
Texas
$106K – – –
NA
136
NewEdge Advisors
Louisiana
$101K – – –
LFA
137
LGT Financial Advisors
Texas
$98.8K +$305 +3 +0.3%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$65.2K +$9.95K +98 +18%
FPF
139
First Pacific Financial
Washington
$60.9K +$60.9K +600 New
GIA
140
GHP Investment Advisors
Colorado
$58.4K – – –
HI
141
Harbour Investments
Wisconsin
$54.2K -$334K -3,289 -86%
DIP
142
DT Investment Partners
Pennsylvania
$50.6K – – –
AA
143
Ancora Advisors
Ohio
$44.2K – – –
UBS Group
144
UBS Group
Switzerland
$36.2K +$36.2K +357 New
GRP
145
Global Retirement Partners
California
$35K -$35.8K -352 -51%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$28K -$207 -2 -0.7%
LFG
147
Larson Financial Group
Missouri
$27K -$912 -9 -3%
CA
148
CoreCap Advisors
Michigan
$25.4K – – –
FRA
149
Front Row Advisors
California
$23K – – –
Jones Financial Companies
150
Jones Financial Companies
Missouri
$22.9K +$10.1K +100 +79%
3 4 5
6
7