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iShares ESG MSCI USA Leaders ETF

173 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, 47 increasing their positions, 55 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

15% less capital invested

Capital invested by funds: $767M → $654M (-$114M)

Holders
173
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
Osaic Holdings
26
Osaic Holdings
Arizona
$3.57M
BL
27
BFSG LLC
California
$3.32M
Corient Private Wealth
28
Corient Private Wealth
Florida
$3.12M
Raymond James Financial
29
Raymond James Financial
Florida
$3.03M
LPL Financial
30
LPL Financial
California
$2.96M
SWA
31
Sax Wealth Advisors
New Jersey
$2.86M
Wells Fargo
32
Wells Fargo
California
$2.81M
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.73M
OFG
34
Omega Financial Group
California
$2.55M
BCM
35
Brookstone Capital Management
Illinois
$2.29M
KV
36
Kickstand Ventures
New York
$2.13M
MG
37
Mather Group
Illinois
$1.99M
EH
38
Equitable Holdings
New York
$1.94M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.92M
Citadel Advisors
40
Citadel Advisors
Florida
$1.92M
SPIA
41
Steward Partners Investment Advisory
New York
$1.92M
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.92M
WCFA
43
Walkner Condon Financial Advisors
Wisconsin
$1.85M
ATPW
44
Ashton Thomas Private Wealth
Arizona
$1.84M
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
HWM
48
HB Wealth Management
Georgia
$1.69M
OWM
49
Orgel Wealth Management
Wisconsin
$1.63M
FFA
50
Farther Finance Advisors
California
$1.63M