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iShares ESG MSCI USA Leaders ETF

173 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, 47 increasing their positions, 55 reducing their positions, and 7 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 funds holding

Funds holding:

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

15% less capital invested

Capital invested by funds: $767M → $654M (-$114M)

Holders
173
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
CWS
51
Cypress Wealth Services
California
$1.57M
OO
52
Obsido Oy
$1.45M
WANY
53
Wealthspire Advisors (New York)
New York
$1.41M
SFG
54
SNS Financial Group
Minnesota
$1.4M
ACA
55
Affinity Capital Advisors
California
$1.25M
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.14M
CIA
57
Compass Ion Advisors
Pennsylvania
$1.12M
MOS
58
MGO One Seven
Ohio
$1.12M
SFA
59
Sequoia Financial Advisors
Ohio
$1.02M
William Blair & Company
60
William Blair & Company
Illinois
$951K
CAG
61
Csenge Advisory Group
Florida
$936K
FF
62
Friedenthal Financial
New Jersey
$922K
Stifel Financial
63
Stifel Financial
Missouri
$911K
OCM
64
One Capital Management
California
$908K
SWP
65
Stratos Wealth Partners
Ohio
$903K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$884K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$848K
ICM
68
IMS Capital Management
Oregon
$838K
WIM
69
WealthPlan Investment Management
Nebraska
$748K
COCM
70
Charter Oak Capital Management
New Hampshire
$730K
AWM
71
Aries Wealth Management
Maine
$699K
PAG
72
Private Advisor Group
New Jersey
$675K
G
73
GenTrust
Florida
$664K
PAS
74
Park Avenue Securities
New York
$660K
PWM
75
Perigon Wealth Management
California
$656K