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iShares ESG MSCI USA Leaders ETF

193 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
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
ATPW
51
Ashton Thomas Private Wealth
Arizona
$1.78M
VAF
52
Values Added Financial
District of Columbia
$1.76M
KWM
53
Keebeck Wealth Management
Illinois
$1.72M
OWM
54
Orgel Wealth Management
Wisconsin
$1.54M
CWS
55
Cypress Wealth Services
California
$1.54M
OO
56
Obsido Oy
$1.52M
MOS
57
MGO One Seven
Ohio
$1.44M
ACA
58
Affinity Capital Advisors
California
$1.38M
SFG
59
SNS Financial Group
Minnesota
$1.32M
CIA
60
Compass Ion Advisors
Pennsylvania
$1.1M
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.07M
SFA
62
Sequoia Financial Advisors
Ohio
$967K
William Blair & Company
63
William Blair & Company
Illinois
$958K
FFA
64
Farther Finance Advisors
California
$953K
Stifel Financial
65
Stifel Financial
Missouri
$900K
CAG
66
Csenge Advisory Group
Florida
$885K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$872K
PWM
68
Perigon Wealth Management
California
$845K
FF
69
Friedenthal Financial
New Jersey
$827K
CWA
70
Crusonia Wealth Advisors
Colorado
$824K
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$822K
SWP
72
Stratos Wealth Partners
Ohio
$815K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$751K
GFL
74
GTS FINANCIAL, LLC
Minnesota
$711K
COCM
75
Charter Oak Capital Management
New Hampshire
$700K