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iShares ESG MSCI USA Leaders ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
ACA
26
Aptus Capital Advisors
Alabama
$4.6M
Osaic Holdings
27
Osaic Holdings
Arizona
$3.3M
BL
28
BFSG LLC
California
$3.08M
SWA
29
Sax Wealth Advisors
New Jersey
$2.7M
Corient Private Wealth
30
Corient Private Wealth
Florida
$2.56M
LPL Financial
31
LPL Financial
California
$2.51M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.44M
Wells Fargo
33
Wells Fargo
California
$2.44M
OFG
34
Omega Financial Group
California
$2.42M
KV
35
Kickstand Ventures
New York
$2.1M
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$2.08M
BCM
37
Brookstone Capital Management
Illinois
$1.98M
MG
38
Mather Group
Illinois
$1.87M
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
$1.75M
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.71M
VAF
43
Values Added Financial
District of Columbia
$1.68M
KWM
44
Keebeck Wealth Management
Illinois
$1.65M
FFA
45
Farther Finance Advisors
California
$1.51M
OWM
46
Orgel Wealth Management
Wisconsin
$1.49M
CWS
47
Cypress Wealth Services
California
$1.47M
BDFN
48
Bond & Devick Financial Network
Minnesota
$1.43M
WANY
49
Wealthspire Advisors (New York)
New York
$1.3M
SFG
50
SNS Financial Group
Minnesota
$1.3M