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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$19.6M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$5.52M
4
MOS
4
MGO One Seven
Ohio
$3.28M
5
Creative Planning
5
Creative Planning
Kansas
$16.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$61.5M
3
FMLI
3
Fukoku Mutual Life Insurance
Japan
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B 28,056,337 +1,493,448 +6%
BOI
2
Bank of Italy
Italy
$448M 6,282,081 – –
SR
3
Swiss Re
Switzerland
$75.7M 1,062,655 – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$61.5M 863,577 -162,156 -16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.9M 349,223 -271 -0.1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$19.6M 275,347 +120,131 +77%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.9M 251,661 -309,542 -55%
Creative Planning
8
Creative Planning
Kansas
$16.4M 230,717 +40,999 +22%
Bank of America
9
Bank of America
North Carolina
$9.15M 128,369 -286 -0.2%
AF
10
Allworth Financial
California
$8.04M 112,858 +17,295 +18%
FAAM
11
First Ascent Asset Management
Colorado
$8.03M 112,657 +5,947 +6%
WP
12
WealthSource Partners
California
$7.74M 108,609 -7,431 -6%
OWA
13
One Wealth Advisors
California
$7.66M 107,442 -2,733 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$6.7M 93,951 +2,979 +3%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.1M 85,671 +9,223 +12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$5.61M 78,674 +19,023 +32%
Principal Financial Group
17
Principal Financial Group
Iowa
$5.52M 77,414 +77,414 New
WAL
18
W Advisors LLC
Tennessee
$5.47M 76,694 -242 -0.3%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$4.58M 64,218 +5,579 +10%
MOS
20
MGO One Seven
Ohio
$3.28M 46,043 +46,043 New
T
21
TCWP
Ohio
$3.28M 45,983 -12,730 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.16M 44,341 -24,775 -36%
BFA
23
Bluestem Financial Advisors
Illinois
$2.93M 41,062 +289 +0.7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.59M 36,414 +13,322 +58%
BCM
25
Brookstone Capital Management
Illinois
$2.17M 30,321 -2,569 -8%
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