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iShares ESG MSCI USA Leaders ETF

170 hedge funds and large institutions have $621M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
WANY
51
Wealthspire Advisors (New York)
New York
$1.41M
SFG
52
SNS Financial Group
Minnesota
$1.4M
ACA
53
Affinity Capital Advisors
California
$1.25M
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.14M
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M
MOS
56
MGO One Seven
Ohio
$1.12M
SFA
57
Sequoia Financial Advisors
Ohio
$1.02M
William Blair & Company
58
William Blair & Company
Illinois
$951K
CAG
59
Csenge Advisory Group
Florida
$936K
FF
60
Friedenthal Financial
New Jersey
$922K
Stifel Financial
61
Stifel Financial
Missouri
$911K
OCM
62
One Capital Management
California
$908K
SWP
63
Stratos Wealth Partners
Ohio
$903K
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$884K
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$848K
ICM
66
IMS Capital Management
Oregon
$838K
WIM
67
WealthPlan Investment Management
Nebraska
$748K
COCM
68
Charter Oak Capital Management
New Hampshire
$730K
AWM
69
Aries Wealth Management
Maine
$699K
PAG
70
Private Advisor Group
New Jersey
$675K
G
71
GenTrust
Florida
$664K
PAS
72
Park Avenue Securities
New York
$660K
PWM
73
Perigon Wealth Management
California
$656K
RW
74
RVW Wealth
California
$650K
BFG
75
Beacon Financial Group
Texas
$637K