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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
54
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.4M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$418M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.1M
4
TLFA
4
True Link Financial Advisors
California
$555K
5
Creative Planning
5
Creative Planning
Kansas
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$418M 4,955,251 -1,326,830 -21%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.1M 747,581 -18,037 -2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$49.6M 587,514 +110,579 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45.5M 539,801 +103,187 +24%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.4M 336,940 +3,941 +1%
Creative Planning
6
Creative Planning
Kansas
$19.1M 226,407 -8,573 -4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$17M 201,960 +46,003 +29%
AF
8
Allworth Financial
California
$15.4M 182,687 +14,833 +9%
FAAM
9
First Ascent Asset Management
Colorado
$14.4M 170,114 +29,161 +21%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$14.2M 168,867 +69,541 +70%
Principal Financial Group
11
Principal Financial Group
Iowa
$10.4M 122,789 – –
WP
12
WealthSource Partners
California
$8.42M 99,750 -6,063 -6%
OWA
13
One Wealth Advisors
California
$8.23M 97,574 -2,313 -2%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.05M 83,537 +690 +0.8%
EI
15
Ellevest Inc
New York
$6.49M 76,885 +6,747 +10%
WAL
16
W Advisors LLC
Tennessee
$6.42M 76,108 -398 -0.5%
Bank of America
17
Bank of America
North Carolina
$6.33M 75,059 -1,041 -1%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$5.85M 69,327 -28 -0%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.1M 60,420 -8,487 -12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.33M 51,308 +1,389 +3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.5M 41,493 +24,766 +148%
Citadel Advisors
22
Citadel Advisors
Florida
$3.4M 40,296 +40,296 New
BFA
23
Bluestem Financial Advisors
Illinois
$3.34M 39,642 -892 -2%
RSWM
24
Robertson Stephens Wealth Management
California
$3M 35,537 +3,019 +9%
KWM
25
Keebeck Wealth Management
Illinois
$2.62M 31,024 +1,639 +6%
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