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iShares ESG MSCI USA Leaders ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
5
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
$1.62M
OO
52
Obsido Oy
$1.62M
ACA
53
Affinity Capital Advisors
California
$1.28M
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.19M
CIA
55
Compass Ion Advisors
Pennsylvania
$1.16M
MOS
56
MGO One Seven
Ohio
$1.13M
SFG
57
SNS Financial Group
Minnesota
$1.07M
FFA
58
Farther Finance Advisors
California
$1.06M
Citadel Advisors
59
Citadel Advisors
Florida
$1.03M
SFA
60
Sequoia Financial Advisors
Ohio
$1.03M
William Blair & Company
61
William Blair & Company
Illinois
$977K
CAG
62
Csenge Advisory Group
Florida
$970K
Stifel Financial
63
Stifel Financial
Missouri
$933K
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$931K
SWP
65
Stratos Wealth Partners
Ohio
$915K
FF
66
Friedenthal Financial
New Jersey
$883K
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$871K
CWA
68
Crusonia Wealth Advisors
Colorado
$770K
WIM
69
WealthPlan Investment Management
Nebraska
$762K
PWM
70
Perigon Wealth Management
California
$752K
COCM
71
Charter Oak Capital Management
New Hampshire
$747K
AWM
72
Aries Wealth Management
Maine
$725K
PAG
73
Private Advisor Group
New Jersey
$696K
RW
74
RVW Wealth
California
$694K
PAS
75
Park Avenue Securities
New York
$668K