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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
129
Holders Change
+15
Holders Change %
+13.16%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
47
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.76B 26,562,889 -155,000 -0.6%
BOI
2
Bank of Italy
Italy
$417M 6,282,081
SR
3
Swiss Re
Switzerland
$70.5M 1,062,655 +653,500 +160%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$68M 1,025,733 +1,017,346 +12,130%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$37.2M 561,203 +419,782 +297%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23.2M 349,494 -23,080 -6%
Creative Planning
7
Creative Planning
Kansas
$12.6M 189,718 -53,116 -22%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$10.3M 155,216 +57,367 +59%
Bank of America
9
Bank of America
North Carolina
$8.53M 128,655 +94,740 +279%
FMLI
10
Fukoku Mutual Life Insurance
Japan
$8.49M 128,000
WP
11
WealthSource Partners
California
$7.69M 116,040 +29,032 +33%
OWA
12
One Wealth Advisors
California
$7.31M 110,175 +16,876 +18%
FAAM
13
First Ascent Asset Management
Colorado
$7.08M 106,710 +1,722 +2%
AF
14
Allworth Financial
California
$6.34M 95,563 +9,943 +12%
IWC
15
Integrated Wealth Concepts
Massachusetts
$6.03M 90,972 +5,511 +6%
WAL
16
W Advisors LLC
Tennessee
$5.1M 76,936 +1,157 +2%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.07M 76,448 -5,625 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.58M 69,116 +27,698 +67%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.14M 59,651 -1,423 -2%
T
20
TCWP
Ohio
$3.9M 58,713 +13,875 +31%
RFWA
21
RPg Family Wealth Advisory
Massachusetts
$3.89M 58,639 +929 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.81M 57,520 +5,026 +10%
PAS
23
Park Avenue Securities
New York
$3.43M 51,774 +51,774 New
BFA
24
Bluestem Financial Advisors
Illinois
$2.7M 40,773 -5,892 -13%
KWM
25
Keebeck Wealth Management
Illinois
$2.54M 38,261 +10,528 +38%