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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 %
MSA
126
Marino Stram & Associates
Massachusetts
$253K – – –
LPAM
127
Lodestar Private Asset Management
California
$238K +$824 +8 +0.3%
Morgan Stanley
128
Morgan Stanley
New York
$238K -$412 -4 -0.2%
MAMG
129
Milestone Asset Management Group
Connecticut
$231K +$231K +2,244 New
IFWM
130
Institute for Wealth Management
Colorado
$227K – – –
HFA
131
High Falls Advisors
New York
$222K -$97.8K -949 -31%
ASN
132
Advisory Services Network
Georgia
$219K -$15.3K -148 -7%
TWP
133
Triad Wealth Partners
Kansas
$211K +$211K +2,050 New
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$211K – – –
FPF
135
First Pacific Financial
Washington
$173K +$111K +1,080 +180%
SS
136
Sunbelt Securities
Texas
$151K – – –
EPW
137
Evergreen Private Wealth
Colorado
$151K – – –
CAM
138
Clarity Asset Management
Iowa
$130K -$206 -2 -0.2%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$113K +$89.4K +867 +384%
YAL
140
Your Advocates Ltd
Texas
$108K +$206 +2 +0.2%
US Bancorp
141
US Bancorp
Minnesota
$106K -$110K -1,072 -51%
NA
142
NewEdge Advisors
Louisiana
$102K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$71.2K +$5.05K +49 +8%
HI
144
Harbour Investments
Wisconsin
$55K – – –
KFGG
145
Keystone Financial Group (Georgia)
Georgia
$54.1K +$54.1K +525 New
DIP
146
DT Investment Partners
Pennsylvania
$51.3K – – –
AA
147
Ancora Advisors
Ohio
$36.9K -$7.93K -77 -18%
GRP
148
Global Retirement Partners
California
$35.5K +$103 +1 +0.3%
GIA
149
GHP Investment Advisors
Colorado
$33K -$26.3K -255 -44%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$29K +$1.43K +14 +5%
3 4 5
6
7