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iShares ESG MSCI USA Leaders ETF

175 hedge funds and large institutions have $654M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.57M -$27.3K -243 -0.8%
BL
27
BFSG LLC
California
$3.32M -$1.35K -12 -0%
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.12M +$339K +3,015 +13%
Raymond James Financial
29
Raymond James Financial
Florida
$3.03M -$2.36M -21,002 -45%
LPL Financial
30
LPL Financial
California
$2.96M +$234K +2,080 +9%
SWA
31
Sax Wealth Advisors
New Jersey
$2.86M -$61.9K -551 -2%
Wells Fargo
32
Wells Fargo
California
$2.81M +$168K +1,494 +7%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$90.6K +806 +4%
OFG
34
Omega Financial Group
California
$2.55M -$59K -525 -2%
BCM
35
Brookstone Capital Management
Illinois
$2.29M +$138K +1,230 +7%
KV
36
Kickstand Ventures
New York
$2.13M -$135K -1,205 -6%
MG
37
Mather Group
Illinois
$1.99M -$24.2K -215 -1%
EH
38
Equitable Holdings
New York
$1.94M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.92M +$1.07M +9,555 +139%
Citadel Advisors
40
Citadel Advisors
Florida
$1.92M +$959K +8,531 +108%
SPIA
41
Steward Partners Investment Advisory
New York
$1.92M
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.92M -$11.9K -106 -0.7%
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$1.85M -$381K -3,395 -18%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$1.84M -$5.84K -52 -0.3%
VAF
45
Values Added Financial
District of Columbia
$1.82M
KWM
46
Keebeck Wealth Management
Illinois
$1.79M
BDFN
47
Bond & Devick Financial Network
Minnesota
$1.76M +$208K +1,848 +14%
HWM
48
HB Wealth Management
Georgia
$1.69M +$938K +8,350 +138%
OWM
49
Orgel Wealth Management
Wisconsin
$1.63M +$21K +187 +1%
FFA
50
Farther Finance Advisors
California
$1.63M +$225 +2 +0%