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iShares ESG MSCI USA Leaders ETF

155 hedge funds and large institutions have $674M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
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
BL
26
BFSG LLC
California
$2.72M
SWA
27
Sax Wealth Advisors
New Jersey
$2.5M
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.22M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.18M
Morgan Stanley
30
Morgan Stanley
New York
$2.15M
OFG
31
Omega Financial Group
California
$2.13M
LPL Financial
32
LPL Financial
California
$2.11M
KV
33
Kickstand Ventures
New York
$2M
Wells Fargo
34
Wells Fargo
California
$1.92M
BCM
35
Brookstone Capital Management
Illinois
$1.88M
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$1.87M
EH
37
Equitable Holdings
New York
$1.59M
MG
38
Mather Group
Illinois
$1.57M
SPIA
39
Steward Partners Investment Advisory
New York
$1.57M
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.54M
ATPW
41
Ashton Thomas Private Wealth
Arizona
$1.51M
FTUS
42
Flow Traders U.S.
New York
$1.49M
VAF
43
Values Added Financial
District of Columbia
$1.49M
KWM
44
Keebeck Wealth Management
Illinois
$1.48M
FFA
45
Farther Finance Advisors
California
$1.46M
FF
46
Friedenthal Financial
New Jersey
$1.37M
CWS
47
Cypress Wealth Services
California
$1.3M
OWM
48
Orgel Wealth Management
Wisconsin
$1.27M
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.2M
Raymond James Financial
50
Raymond James Financial
Florida
$1.17M