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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

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $654M → $713M (+$58.9M)

5% more funds holding

Funds holding: 175184 (+9)

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
+9
Holders Change %
+5.14%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
21
Increased
50
Reduced
65
Closed
10
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 +$120K +1,001 +8%
ACA
53
Affinity Capital Advisors
California
$1.28M
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.19M +$9.8K +82 +0.8%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.16M
MOS
56
MGO One Seven
Ohio
$1.13M -$29.5K -247 -3%
SFG
57
SNS Financial Group
Minnesota
$1.07M -$369K -3,085 -26%
FFA
58
Farther Finance Advisors
California
$1.06M -$624K -5,221 -37%
Citadel Advisors
59
Citadel Advisors
Florida
$1.03M -$943K -7,891 -48%
SFA
60
Sequoia Financial Advisors
Ohio
$1.03M -$21.5K -180 -2%
William Blair & Company
61
William Blair & Company
Illinois
$977K -$7.65K -64 -0.8%
CAG
62
Csenge Advisory Group
Florida
$970K +$717 +6 +0.1%
Stifel Financial
63
Stifel Financial
Missouri
$933K -$10.4K -87 -1%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$931K +$52.1K +436 +6%
SWP
65
Stratos Wealth Partners
Ohio
$915K -$20.8K -174 -2%
FF
66
Friedenthal Financial
New Jersey
$883K -$71.6K -599 -8%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$871K -$44K -368 -5%
CWA
68
Crusonia Wealth Advisors
Colorado
$770K +$759K +6,350 New
WIM
69
WealthPlan Investment Management
Nebraska
$762K -$12.7K -106 -2%
PWM
70
Perigon Wealth Management
California
$752K +$71.1K +595 +11%
COCM
71
Charter Oak Capital Management
New Hampshire
$747K -$9.68K -81 -1%
AWM
72
Aries Wealth Management
Maine
$725K
PAG
73
Private Advisor Group
New Jersey
$696K -$3.58K -30 -0.5%
RW
74
RVW Wealth
California
$694K +$20.2K +169 +3%
PAS
75
Park Avenue Securities
New York
$668K -$15.9K -133 -2%