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iShares ESG MSCI USA Leaders ETF

175 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, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$1.57M -$20.9K -186 -1%
OO
52
Obsido Oy
$1.45M +$80.8K +719 +6%
WANY
53
Wealthspire Advisors (New York)
New York
$1.41M +$1.8K +16 +0.1%
SFG
54
SNS Financial Group
Minnesota
$1.4M -$9.1K -81 -0.7%
ACA
55
Affinity Capital Advisors
California
$1.25M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.14M -$1.24K -11 -0.1%
CIA
57
Compass Ion Advisors
Pennsylvania
$1.12M
MOS
58
MGO One Seven
Ohio
$1.12M -$562 -5 -0.1%
SFA
59
Sequoia Financial Advisors
Ohio
$1.02M +$977K +8,694 New
William Blair & Company
60
William Blair & Company
Illinois
$951K -$1.24K -11 -0.1%
CAG
61
Csenge Advisory Group
Florida
$936K -$3.15K -28 -0.3%
FF
62
Friedenthal Financial
New Jersey
$922K
Stifel Financial
63
Stifel Financial
Missouri
$911K -$46.6K -415 -5%
OCM
64
One Capital Management
California
$908K
SWP
65
Stratos Wealth Partners
Ohio
$903K +$3.48K +31 +0.4%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$884K +$1.91K +17 +0.2%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$848K
ICM
68
IMS Capital Management
Oregon
$838K -$5.62K -50 -0.7%
WIM
69
WealthPlan Investment Management
Nebraska
$748K -$10.4K -93 -1%
COCM
70
Charter Oak Capital Management
New Hampshire
$730K
AWM
71
Aries Wealth Management
Maine
$699K
PAG
72
Private Advisor Group
New Jersey
$675K -$9.1K -81 -1%
G
73
GenTrust
Florida
$664K
PAS
74
Park Avenue Securities
New York
$660K -$157K -1,393 -20%
PWM
75
Perigon Wealth Management
California
$656K -$2.13K -19 -0.3%