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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

114 hedge funds and large institutions have $2.3B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
48
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$15M
2
Jane Street
2
Jane Street
New York
$6.35M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.04M
4
WAL
4
W Advisors LLC
Tennessee
$4.68M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.73M

Top Sellers

1
WP
1
WealthSource Partners
California
$5.37M
2
SFS
2
Security Financial Services
Indiana
$0
3
NCM
3
Northland Capital Management
Minnesota
$0
4
RSWM
4
Robertson Stephens Wealth Management
California
$906K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.65B – – –
BOI
2
Bank of Italy
Italy
$388M – – –
5L
3
55I LLC
Massachusetts
$55.2M +$158K +2,557 +0.3%
SR
4
Swiss Re
Switzerland
$25.3M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23M +$2.03M +32,884 +10%
Creative Planning
6
Creative Planning
Kansas
$15M +$8.44M +136,627 +129%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.73M +$4.1M +66,445 +89%
FMLI
8
Fukoku Mutual Life Insurance
Japan
$7.91M – – –
FAAM
9
First Ascent Asset Management
Colorado
$6.48M +$1.11M +18,013 +21%
Jane Street
10
Jane Street
New York
$6.35M +$5.12M +82,878 +416%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$6.04M +$4.59M +74,396 +317%
OWA
12
One Wealth Advisors
California
$5.76M +$1.01M +16,324 +21%
WP
13
WealthSource Partners
California
$5.37M -$4.42M -71,608 -45%
AF
14
Allworth Financial
California
$5.29M +$1.19M +19,190 +29%
IWC
15
Integrated Wealth Concepts
Massachusetts
$5.28M +$667K +10,794 +14%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M +$295K +4,773 +6%
WAL
17
W Advisors LLC
Tennessee
$4.68M +$4.41M +71,362 +1,616%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$3.94M -$4.37K -64 -0.1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.8M +$719K +11,537 +23%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.24M +$480K +7,771 +17%
BCM
21
Brookstone Capital Management
Illinois
$3.16M -$813K -13,255 -20%
BFA
22
Bluestem Financial Advisors
Illinois
$2.88M +$1.22M +19,774 +74%
T
23
TCWP
Ohio
$2.77M +$467K +7,558 +20%
TLFA
24
True Link Financial Advisors
California
$2.77M -$1.05M -16,945 -27%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.56M +$675K +10,921 +36%
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