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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 %
LFG
151
Larson Financial Group
Missouri
$27.4K – – –
CA
152
CoreCap Advisors
Michigan
$25.8K – – –
FRA
153
Front Row Advisors
California
$22.8K -$618 -6 -3%
NWMP
154
Noble Wealth Management PBC
Colorado
$18.5K +$18.5K +180 New
GWS
155
Glassman Wealth Services
Virginia
$17.7K +$17.7K +172 New
HWA
156
HHM Wealth Advisors
Tennessee
$14.1K – – –
CTWM
157
Cherry Tree Wealth Management
Minnesota
$10.1K – – –
MCM
158
Manchester Capital Management
Vermont
$315 – – –
KWM
159
Kingsview Wealth Management
Oregon
– -$3.17M -31,251 Closed
Two Sigma Investments
160
Two Sigma Investments
New York
– -$690K -6,800 Closed
Jane Street
161
Jane Street
New York
– -$439K -4,329 Closed
WA
162
Win Advisors
Florida
– -$403K -3,969 Closed
SP
163
SWS Partners
Ohio
– -$322K -3,172 Closed
TRCT
164
Tower Research Capital (TRC)
New York
– -$312K -3,074 Closed
Millennium Management
165
Millennium Management
New York
– -$269K -2,646 Closed
AG
166
Ascent Group
Virginia
– -$255K -2,511 Closed
HighTower Advisors
167
HighTower Advisors
Illinois
– -$219K -2,157 Closed
PCS
168
Personal CFO Solutions
New Jersey
– -$214K -2,104 Closed
LFA
169
LGT Financial Advisors
Texas
– -$98.8K -973 Closed
AWM
170
Abound Wealth Management
Tennessee
– -$306 -3 Closed
3 4 5 6
7