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iShares ESG MSCI USA Leaders ETF
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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

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $654M → $713M (+$58.9M)

5% more funds holding

Funds holding: 175 → 184 (+9)

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
+9
Holders Change %
+5.14%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
21
Increased
50
Reduced
65
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$21.9M
2
NPT
National Philanthropic Trust
Pennsylvania
+$18.7M
3
Bank of America
Bank of America
North Carolina
+$3.77M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.57M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.39M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.11M
2
Goldman Sachs
Goldman Sachs
New York
-$4.6M
3
GM
GeoWealth Management
Illinois
-$3.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.97M
5
SWA
Sax Wealth Advisors
New Jersey
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$4.63M +$1.39M +11,599 +44%
Osaic Holdings
27
Osaic Holdings
Arizona
$3.6M -$181K -1,516 -5%
BL
28
BFSG LLC
California
$3.44M – – –
LPL Financial
29
LPL Financial
California
$3.16M +$92.4K +773 +3%
Raymond James Financial
30
Raymond James Financial
Florida
$3M -$131K -1,094 -4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.89M +$54.9K +459 +2%
Wells Fargo
32
Wells Fargo
California
$2.85M -$61.4K -514 -2%
OFG
33
Omega Financial Group
California
$2.52M -$121K -1,014 -5%
BCM
34
Brookstone Capital Management
Illinois
$2.52M +$144K +1,205 +6%
KV
35
Kickstand Ventures
New York
$2.2M – – –
EH
36
Equitable Holdings
New York
$2.18M +$166K +1,385 +8%
WANY
37
Wealthspire Advisors (New York)
New York
$2.08M +$609K +5,094 +42%
MG
38
Mather Group
Illinois
$2.07M – – –
HWM
39
HB Wealth Management
Georgia
$2.06M +$309K +2,583 +18%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$2.05M +$129K +1,079 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$1.99M – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.97M -$24.4K -204 -1%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.94M -$10.6K -89 -0.6%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$1.9M -$120 -1 -0%
VAF
45
Values Added Financial
District of Columbia
$1.88M – – –
SWA
46
Sax Wealth Advisors
New Jersey
$1.87M -$1.07M -8,942 -37%
KWM
47
Keebeck Wealth Management
Illinois
$1.85M – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.78M -$1.97M -16,442 -53%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.76M -$69.8K -584 -4%
OWM
50
Orgel Wealth Management
Wisconsin
$1.67M -$25.7K -215 -2%
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