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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$59.1M
2
WP
2
WealthSource Partners
California
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.98M
4
KWM
4
Keebeck Wealth Management
Illinois
$2.75M
5
RSWM
5
Robertson Stephens Wealth Management
California
$3.11M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.18M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$1.77B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GIA
5
Goodwin Investment Advisory
Georgia
$778K
Name Market Value Shares Shares
Change 		Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.77B 26,717,889 -914,205 -3%
BOI
2
Bank of Italy
Italy
$417M 6,282,081 – –
5L
3
55I LLC
Massachusetts
$59.1M 890,868 +412,587 +86%
SR
4
Swiss Re
Switzerland
$27.2M 409,155 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.6M 339,690 +26,821 +9%
WP
6
WealthSource Partners
California
$10.5M 158,616 +120,868 +320%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$8.5M 128,000 – –
Creative Planning
8
Creative Planning
Kansas
$7.05M 106,207 +9,316 +10%
FAAM
9
First Ascent Asset Management
Colorado
$5.77M 86,975 +16,060 +23%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.13M 77,300 -24,056 -24%
OWA
11
One Wealth Advisors
California
$5.11M 76,975 +29,442 +62%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.98M 74,976 +62,348 +494%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.96M 74,667 +27,441 +58%
BCM
14
Brookstone Capital Management
Illinois
$4.43M 64,761 -5,005 -7%
AF
15
Allworth Financial
California
$4.41M 66,430 +8,001 +14%
TLFA
16
True Link Financial Advisors
California
$4.1M 61,764 +235 +0.4%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$3.84M 57,774 -2,942 -5%
SFS
18
Security Financial Services
Indiana
$3.8M 57,198 +33,776 +144%
Goldman Sachs
19
Goldman Sachs
New York
$3.59M 54,003 +7,030 +15%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.39M 49,537 +18,300 +59%
RSWM
21
Robertson Stephens Wealth Management
California
$3.11M 46,805 +36,709 +364%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.97M 44,723 +17,715 +66%
KWM
23
Keebeck Wealth Management
Illinois
$2.75M 41,381 +37,646 +1,008%
NCM
24
Northland Capital Management
Minnesota
$2.68M 40,427 +3,053 +8%
T
25
TCWP
Ohio
$2.48M 37,280 -7,464 -17%
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