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iShares ESG MSCI USA Leaders ETF

30 hedge funds and large institutions have $1.9B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.52B -$18M -334,000 -1%
BOI
2
Bank of Italy
Italy
$340M +$340M +6,282,081 New
5L
3
55I LLC
Massachusetts
$10.8M -$3.24M -59,968 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.2M +$566K +10,470 +6%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$6.92M +$6.92M +128,000 New
BAAM
6
Baker Avenue Asset Management
California
$3.28M +$3.28M +60,645 New
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$2.6M +$15.7K +290 +0.6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.73M +$1.73M +32,018 New
RCS
9
Retirement Capital Strategies
California
$1.36M +$44.6K +824 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.15M +$1.15M +21,301 New
BCM
11
Brookstone Capital Management
Illinois
$1.05M +$1.05M +19,445 New
RSWM
12
Robertson Stephens Wealth Management
California
$694K -$12.6K -233 -2%
William Blair & Company
13
William Blair & Company
Illinois
$610K +$975 +18 +0.2%
PO
14
Private Ocean
California
$604K +$312K +5,774 +107%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$580K +$580K +10,725 New
Osaic Holdings
16
Osaic Holdings
Arizona
$480K +$318K +5,870 +196%
RJA
17
Raymond James & Associates
Florida
$388K +$81K +1,497 +26%
BFA
18
Bluestem Financial Advisors
Illinois
$267K +$267K +4,932 New
PA
19
Parallel Advisors
California
$129K +$129K +2,385 New
FCM
20
Firestone Capital Management
Florida
$125K +$23.5K +434 +23%
IA
21
IFP Advisors
Florida
$101K +$48.1K +911 +91%
Bank of America
22
Bank of America
North Carolina
$98K +$19.4K +358 +25%
Citigroup
23
Citigroup
New York
$60K +$60K +1,100 New
UBS Group
24
UBS Group
Switzerland
$57K +$46.2K +858 +429%
EWM
25
Elmwood Wealth Management
California
$41K +$41K +750 New