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iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$4.74M -$136K -1,133 -3%
ACA
27
Aptus Capital Advisors
Alabama
$4.58M -$250K -2,077 -5%
LPL Financial
28
LPL Financial
California
$4.24M +$1.36M +11,303 +43%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.64M +$2.09M +17,382 +119%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.24M -$147K -1,225 -4%
BL
31
BFSG LLC
California
$3.23M
QCM
32
Quantinno Capital Management
New York
$2.86M +$3.02M +25,165 New
Raymond James Financial
33
Raymond James Financial
Florida
$2.69M -$127K -1,056 -4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.66M -$43.4K -361 -2%
Wells Fargo
35
Wells Fargo
California
$2.54M -$139K -1,156 -5%
EH
36
Equitable Holdings
New York
$2.54M +$357K +2,969 +17%
IAA
37
Independent Advisor Alliance
North Carolina
$2.53M +$2.67M +22,256 New
GS
38
GTS Securities
New York
$2.52M +$2.67M +22,221 New
BCM
39
Brookstone Capital Management
Illinois
$2.46M +$107K +892 +4%
HWM
40
HB Wealth Management
Georgia
$2.16M +$249K +2,071 +12%
OFG
41
Omega Financial Group
California
$2.13M -$241K -2,003 -10%
KV
42
Kickstand Ventures
New York
$1.99M -$82.2K -684 -4%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.96M -$30.9K -257 -2%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$1.93M +$14.7K +122 +0.7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.88M +$43.9K +365 +2%
SWA
46
Sax Wealth Advisors
New Jersey
$1.87M
SPIA
47
Steward Partners Investment Advisory
New York
$1.86M
MG
48
Mather Group
Illinois
$1.86M -$82K -682 -4%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.82M +$188K +1,563 +11%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.8M -$2.31M -19,210 -50%