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iShares ESG MSCI USA Leaders ETF

170 hedge funds and large institutions have $621M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$3.12M
Raymond James Financial
27
Raymond James Financial
Florida
$3.03M
LPL Financial
28
LPL Financial
California
$2.96M
SWA
29
Sax Wealth Advisors
New Jersey
$2.86M
Wells Fargo
30
Wells Fargo
California
$2.81M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.73M
OFG
32
Omega Financial Group
California
$2.55M
BCM
33
Brookstone Capital Management
Illinois
$2.29M
KV
34
Kickstand Ventures
New York
$2.13M
MG
35
Mather Group
Illinois
$1.99M
EH
36
Equitable Holdings
New York
$1.94M
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.92M
Citadel Advisors
38
Citadel Advisors
Florida
$1.92M
SPIA
39
Steward Partners Investment Advisory
New York
$1.92M
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.92M
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$1.85M
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.84M
VAF
43
Values Added Financial
District of Columbia
$1.82M
KWM
44
Keebeck Wealth Management
Illinois
$1.79M
BDFN
45
Bond & Devick Financial Network
Minnesota
$1.76M
HWM
46
HB Wealth Management
Georgia
$1.69M
OWM
47
Orgel Wealth Management
Wisconsin
$1.63M
FFA
48
Farther Finance Advisors
California
$1.63M
CWS
49
Cypress Wealth Services
California
$1.57M
OO
50
Obsido Oy
$1.45M