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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$78.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.13M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$2.43M

Top Sellers

1
RFWA
1
RPg Family Wealth Advisory
Massachusetts
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$58.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$239K
4
RCS
4
Retirement Capital Strategies
California
$1.95M
5
SA
5
Sanctuary Advisors
Indiana
$9.48M
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$325M 3,201,532 – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$83.1M 826,203 +86,579 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$78.5M 773,221 +100,834 +15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$58.3M 573,974 -33,686 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.7M 351,441 +14,498 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.6M 341,156 +45,538 +15%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$23.5M 231,145 +19,787 +9%
Creative Planning
8
Creative Planning
Kansas
$21.7M 213,495 -662 -0.3%
AF
9
Allworth Financial
California
$19.8M 195,138 +138 +0.1%
GM
10
GeoWealth Management
Illinois
$17.1M 168,023 -7,025 -4%
EI
11
Ellevest Inc
New York
$10.5M 103,911 +10,397 +11%
Principal Financial Group
12
Principal Financial Group
Iowa
$10.1M 99,958 +13,791 +16%
OIA
13
OneDigital Investment Advisors
Kansas
$9.69M 95,440 +10,377 +12%
SA
14
Sanctuary Advisors
Indiana
$9.48M 89,586 -15,859 -15%
OWA
15
One Wealth Advisors
California
$8.32M 81,924 -431 -0.5%
WAL
16
W Advisors LLC
Tennessee
$7.28M 71,714 – –
Bank of America
17
Bank of America
North Carolina
$7.23M 71,260 -3,471 -5%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.21M 70,994 -11,598 -14%
Goldman Sachs
19
Goldman Sachs
New York
$7.13M 70,186 +70,186 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.76M 56,743 -926 -2%
BFA
21
Bluestem Financial Advisors
Illinois
$5.13M 50,485 +11,667 +30%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.67M 45,966 -74 -0.2%
ACA
23
Aptus Capital Advisors
Alabama
$4.45M 43,796 +1,420 +3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.4M 43,372 +21,993 +103%
RSWM
25
Robertson Stephens Wealth Management
California
$3.83M 37,773 +1,086 +3%
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