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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.11M
4
BL
4
BFSG LLC
California
$2.16M
5
Jane Street
5
Jane Street
New York
$1.81M

Top Sellers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$0
2
SR
2
Swiss Re
Switzerland
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M
4
Bank of America
4
Bank of America
North Carolina
$6.04M
5
MOS
5
MGO One Seven
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$486M 6,282,081 – –
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$60M 774,523 -89,054 -10%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$28.6M 369,903 +94,556 +34%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M 346,523 +94,862 +38%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26M 336,400 -12,823 -4%
Creative Planning
6
Creative Planning
Kansas
$17.6M 227,197 -3,520 -2%
AF
7
Allworth Financial
California
$10.4M 134,697 +21,839 +19%
FAAM
8
First Ascent Asset Management
Colorado
$9.69M 125,166 +12,509 +11%
WP
9
WealthSource Partners
California
$8.28M 106,963 -1,646 -2%
OWA
10
One Wealth Advisors
California
$7.55M 97,523 -9,919 -9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.01M 90,554 +11,880 +15%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.58M 85,001 -670 -0.8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$6.15M 79,452 -14,499 -15%
Bank of America
14
Bank of America
North Carolina
$6.04M 78,037 -50,332 -39%
Principal Financial Group
15
Principal Financial Group
Iowa
$5.99M 77,414 – –
WAL
16
W Advisors LLC
Tennessee
$5.93M 76,563 -131 -0.2%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$4.95M 63,961 -257 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.97M 51,267 +784 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3.88M 50,119 +13,705 +38%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.24M 41,956 -2,385 -5%
BFA
21
Bluestem Financial Advisors
Illinois
$3.12M 40,313 -749 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$3.11M 40,186 +40,186 New
T
23
TCWP
Ohio
$2.95M 38,082 -7,901 -17%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.32M 30,028 +16,649 +124%
KWM
25
Keebeck Wealth Management
Illinois
$2.32M 29,949 – –
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