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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

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
-3
Holders Change %
-1.9%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
52
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.68M
2
Morgan Stanley
Morgan Stanley
New York
+$1.92M
3
FTUS
Flow Traders U.S.
New York
+$1.49M
4
Creative Planning
Creative Planning
Kansas
+$1.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.27M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.16M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.12M
4
IAA
Independent Advisor Alliance
North Carolina
-$2.8M
5
GM
GeoWealth Management
Illinois
-$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
26
BFSG LLC
California
$2.72M +$1.15K +12 +0%
SWA
27
Sax Wealth Advisors
New Jersey
$2.5M -$204K -2,133 -8%
Corient Private Wealth
28
Corient Private Wealth
Florida
$2.22M -$175K -1,822 -7%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$193K +2,011 +10%
Morgan Stanley
30
Morgan Stanley
New York
$2.15M +$1.92M +20,088 +871%
OFG
31
Omega Financial Group
California
$2.13M +$167K +1,747 +9%
LPL Financial
32
LPL Financial
California
$2.11M -$147K -1,539 -7%
KV
33
Kickstand Ventures
New York
$2M +$172K +1,790 +9%
Wells Fargo
34
Wells Fargo
California
$1.92M +$776K +8,096 +68%
BCM
35
Brookstone Capital Management
Illinois
$1.88M -$278K -2,906 -13%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$149K +1,555 +9%
EH
37
Equitable Holdings
New York
$1.59M – – –
MG
38
Mather Group
Illinois
$1.57M -$81.1K -846 -5%
SPIA
39
Steward Partners Investment Advisory
New York
$1.57M – – –
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.54M -$103K -1,076 -6%
ATPW
41
Ashton Thomas Private Wealth
Arizona
$1.51M -$9.49K -99 -0.6%
FTUS
42
Flow Traders U.S.
New York
$1.49M +$1.49M +15,568 New
VAF
43
Values Added Financial
District of Columbia
$1.49M +$38K +397 +3%
KWM
44
Keebeck Wealth Management
Illinois
$1.48M -$445K -4,646 -23%
FFA
45
Farther Finance Advisors
California
$1.46M -$109K -1,129 -7%
FF
46
Friedenthal Financial
New Jersey
$1.37M – – –
CWS
47
Cypress Wealth Services
California
$1.3M -$177K -1,848 -12%
OWM
48
Orgel Wealth Management
Wisconsin
$1.27M +$162K +1,686 +15%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.2M +$270K +2,822 +29%
Raymond James Financial
50
Raymond James Financial
Florida
$1.17M -$151K -1,579 -11%
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