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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$465M 4,955,251 – –
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.8M 679,561 -68,020 -9%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.4M 664,968 +77,454 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$55.9M 596,040 +56,239 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$31.4M 334,501 -2,439 -0.7%
Creative Planning
6
Creative Planning
Kansas
$20.2M 214,869 -11,538 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$20.1M 214,173 +45,306 +27%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20.1M 213,872 +11,912 +6%
AF
9
Allworth Financial
California
$17.9M 191,218 +8,531 +5%
GM
10
GeoWealth Management
Illinois
$17M 181,421 +178,787 +6,788%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.5M 122,789 – –
OWA
12
One Wealth Advisors
California
$8.36M 89,106 -8,468 -9%
EI
13
Ellevest Inc
New York
$7.8M 83,107 +6,222 +8%
Bank of America
14
Bank of America
North Carolina
$7.03M 74,952 -107 -0.1%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.94M 73,938 -9,599 -11%
WAL
16
W Advisors LLC
Tennessee
$6.84M 72,858 -3,250 -4%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$6.8M 72,418 +3,091 +4%
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.39M 57,403 -3,017 -5%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.38M 57,327 +6,019 +12%
ACA
20
Aptus Capital Advisors
Alabama
$3.99M 42,514 +42,514 New
BFA
21
Bluestem Financial Advisors
Illinois
$3.68M 39,162 -480 -1%
RSWM
22
Robertson Stephens Wealth Management
California
$3.41M 36,293 +756 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$3.33M 35,466 -4,830 -12%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.76M 29,429 -12,064 -29%
Corient Private Wealth
25
Corient Private Wealth
Florida
$2.69M 28,623 -1,086 -4%
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