SUSL icon

iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BOI
1
Bank of Italy
Italy
$474M 6,282,081
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$57.7M 765,618 -8,905 -1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$36M 476,935 +107,032 +29%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.9M 436,614 +90,091 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M 332,999 -3,401 -1%
Creative Planning
6
Creative Planning
Kansas
$17.7M 234,980 +7,783 +3%
AF
7
Allworth Financial
California
$12.7M 167,854 +33,157 +25%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$11.8M 155,957 +65,403 +72%
FAAM
9
First Ascent Asset Management
Colorado
$10.6M 140,953 +15,787 +13%
Principal Financial Group
10
Principal Financial Group
Iowa
$9.26M 122,789 +45,375 +59%
WP
11
WealthSource Partners
California
$7.98M 105,813 -1,150 -1%
OWA
12
One Wealth Advisors
California
$7.53M 99,887 +2,364 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$7.49M 99,326 +49,207 +98%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.25M 82,847 -2,154 -3%
WAL
15
W Advisors LLC
Tennessee
$5.77M 76,506 -57 -0.1%
Bank of America
16
Bank of America
North Carolina
$5.74M 76,100 -1,937 -2%
EI
17
Ellevest Inc
New York
$5.29M 70,138 +70,138 New
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$5.25M 69,355 +5,394 +8%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.2M 68,907 -10,545 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.76M 49,919 -1,348 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.34M 44,326 +2,370 +6%
BFA
22
Bluestem Financial Advisors
Illinois
$3.06M 40,534 +221 +0.5%
RSWM
23
Robertson Stephens Wealth Management
California
$2.46M 32,518 +5,435 +20%
RCS
24
Retirement Capital Strategies
California
$2.25M 29,820 +22,343 +299%
KWM
25
Keebeck Wealth Management
Illinois
$2.23M 29,385 -564 -2%