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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 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$42.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49.9M
3
Morgan Stanley
Morgan Stanley
New York
$366K
4
Principal Financial Group
Principal Financial Group
Iowa
$7.96M
5
GM
GeoWealth Management
Illinois
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Aptus Capital Advisors
Alabama
$4.6M -$6.5K -60 -0.1%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.3M -$430K -4,104 -12%
BL
28
BFSG LLC
California
$3.08M +$1.08K +10 +0%
SWA
29
Sax Wealth Advisors
New Jersey
$2.7M -$121K -1,118 -4%
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.56M +$49.5K +457 +2%
LPL Financial
31
LPL Financial
California
$2.51M +$128K +1,184 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.44M -$19.4K -179 -0.8%
Wells Fargo
33
Wells Fargo
California
$2.44M +$270K +2,492 +12%
OFG
34
Omega Financial Group
California
$2.42M +$12.1K +112 +0.5%
KV
35
Kickstand Ventures
New York
$2.1M -$166K -1,532 -7%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$2.08M -$27.8K -257 -1%
BCM
37
Brookstone Capital Management
Illinois
$1.98M -$144K -1,328 -7%
MG
38
Mather Group
Illinois
$1.87M +$90.7K +837 +5%
EH
39
Equitable Holdings
New York
$1.79M – – –
SPIA
40
Steward Partners Investment Advisory
New York
$1.78M – – –
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.76M +$12.8K +118 +0.7%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.71M -$650 -6 -0%
VAF
43
Values Added Financial
District of Columbia
$1.68M – – –
KWM
44
Keebeck Wealth Management
Illinois
$1.65M -$17K -157 -1%
FFA
45
Farther Finance Advisors
California
$1.51M -$132K -1,222 -8%
OWM
46
Orgel Wealth Management
Wisconsin
$1.49M +$55.7K +514 +4%
CWS
47
Cypress Wealth Services
California
$1.47M -$1.73K -16 -0.1%
BDFN
48
Bond & Devick Financial Network
Minnesota
$1.43M +$73.6K +679 +5%
WANY
49
Wealthspire Advisors (New York)
New York
$1.3M +$1.63K +15 +0.1%
SFG
50
SNS Financial Group
Minnesota
$1.3M +$119K +1,100 +10%
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