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iShares ESG MSCI USA Leaders ETF

39 hedge funds and large institutions have $2.27B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.81B -$4.65M -71,652 -0.3%
BOI
2
Bank of Italy
Italy
$408M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.2M -$785K -12,089 -6%
TLFA
4
True Link Financial Advisors
California
$10.5M +$10.5M +161,284 New
FMLI
5
Fukoku Mutual Life Insurance
Japan
$8.31M
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$3.48M -$3.96K -61 -0.1%
5L
7
55I LLC
Massachusetts
$2.32M -$10.1M -155,405 -81%
BCM
8
Brookstone Capital Management
Illinois
$1.94M +$518K +7,967 +36%
FI
9
FormulaFolio Investments
Michigan
$1.92M +$1.92M +29,600 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.82M +$122K +1,880 +7%
Bank of America
11
Bank of America
North Carolina
$1.43M +$870K +13,396 +156%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.35M +$612K +9,429 +83%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.17M -$1.37M -21,138 -54%
William Blair & Company
14
William Blair & Company
Illinois
$928K +$43.7K +672 +5%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$917K +$917K +14,122 New
Osaic Holdings
16
Osaic Holdings
Arizona
$855K +$83.2K +1,280 +11%
FWP
17
Firethorn Wealth Partners
Georgia
$777K +$777K +11,961 New
PO
18
Private Ocean
California
$717K -$10.5K -162 -1%
BFA
19
Bluestem Financial Advisors
Illinois
$612K +$119K +1,840 +24%
RJA
20
Raymond James & Associates
Florida
$506K +$59.4K +915 +13%
RSWM
21
Robertson Stephens Wealth Management
California
$477K -$355K -5,478 -43%
GBBWRPM
22
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$462K +$462K +7,111 New
RCS
23
Retirement Capital Strategies
California
$416K
Truist Financial
24
Truist Financial
North Carolina
$402K +$402K +6,196 New
DAS
25
Dynamic Advisor Solutions
Arizona
$356K +$356K +5,488 New