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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

163 hedge funds and large institutions have $758M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 3 closing their positions.

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
54
Reduced
55
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$8.38M
2
Raymond James Financial
2
Raymond James Financial
Florida
$5.08M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.81M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$39.3M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.03M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$49.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$366K
4
Principal Financial Group
4
Principal Financial Group
Iowa
$7.96M
5
GM
5
GeoWealth Management
Illinois
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$4.6M 42,460 -60 -0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.3M 31,485 -4,104 -12%
BL
28
BFSG LLC
California
$3.08M 28,416 +10 +0%
SWA
29
Sax Wealth Advisors
New Jersey
$2.7M 24,945 -1,118 -4%
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.56M 23,602 +457 +2%
LPL Financial
31
LPL Financial
California
$2.51M 23,200 +1,184 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.44M 22,546 -179 -0.8%
Wells Fargo
33
Wells Fargo
California
$2.44M 22,527 +2,492 +12%
OFG
34
Omega Financial Group
California
$2.42M 22,327 +112 +0.5%
KV
35
Kickstand Ventures
New York
$2.1M 19,372 -1,532 -7%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$2.08M 19,217 -257 -1%
BCM
37
Brookstone Capital Management
Illinois
$1.98M 18,312 -1,328 -7%
MG
38
Mather Group
Illinois
$1.87M 17,252 +837 +5%
EH
39
Equitable Holdings
New York
$1.79M 16,552 – –
SPIA
40
Steward Partners Investment Advisory
New York
$1.78M 16,387 – –
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.76M 16,194 +118 +0.7%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.71M 15,759 -6 -0%
VAF
43
Values Added Financial
District of Columbia
$1.68M 15,516 – –
KWM
44
Keebeck Wealth Management
Illinois
$1.65M 15,261 -157 -1%
FFA
45
Farther Finance Advisors
California
$1.51M 13,927 -1,222 -8%
OWM
46
Orgel Wealth Management
Wisconsin
$1.49M 13,770 +514 +4%
CWS
47
Cypress Wealth Services
California
$1.47M 13,574 -16 -0.1%
BDFN
48
Bond & Devick Financial Network
Minnesota
$1.43M 13,229 +679 +5%
WANY
49
Wealthspire Advisors (New York)
New York
$1.3M 12,019 +15 +0.1%
SFG
50
SNS Financial Group
Minnesota
$1.3M 12,010 +1,100 +10%
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