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iShares ESG MSCI USA Leaders ETF

184 hedge funds and large institutions have $713M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 10 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.6% less ownership

Funds ownership: 70.73%69.13% (-1.6%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
Corient Private Wealth
26
Corient Private Wealth
Florida
$4.63M
Osaic Holdings
27
Osaic Holdings
Arizona
$3.6M
BL
28
BFSG LLC
California
$3.44M
LPL Financial
29
LPL Financial
California
$3.16M
Raymond James Financial
30
Raymond James Financial
Florida
$3M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.89M
Wells Fargo
32
Wells Fargo
California
$2.85M
OFG
33
Omega Financial Group
California
$2.52M
BCM
34
Brookstone Capital Management
Illinois
$2.52M
KV
35
Kickstand Ventures
New York
$2.2M
EH
36
Equitable Holdings
New York
$2.18M
WANY
37
Wealthspire Advisors (New York)
New York
$2.08M
MG
38
Mather Group
Illinois
$2.07M
HWM
39
HB Wealth Management
Georgia
$2.06M
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$2.05M
SPIA
41
Steward Partners Investment Advisory
New York
$1.99M
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.97M
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.94M
ATPW
44
Ashton Thomas Private Wealth
Arizona
$1.9M
VAF
45
Values Added Financial
District of Columbia
$1.88M
SWA
46
Sax Wealth Advisors
New Jersey
$1.87M
KWM
47
Keebeck Wealth Management
Illinois
$1.85M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.78M
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.76M
OWM
50
Orgel Wealth Management
Wisconsin
$1.67M