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iShares ESG MSCI USA Leaders ETF

155 hedge funds and large institutions have $674M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
52
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
76
Charter Oak Capital Management
New Hampshire
$598K
HWM
77
HB Wealth Management
Georgia
$584K +$288K +3,001 +97%
AWM
78
Aries Wealth Management
Maine
$573K
PWM
79
Perigon Wealth Management
California
$570K +$570K +5,947 New
SC
80
SouthState Corp
Florida
$567K +$567K +5,921 New
BFG
81
Beacon Financial Group
Texas
$556K -$6.8K -71 -1%
G
82
GenTrust
Florida
$544K
PAG
83
Private Advisor Group
New Jersey
$541K -$293K -3,058 -35%
CI Investments Inc
84
CI Investments Inc
Ontario, Canada
$519K +$4.79K +50 +0.9%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$469K +$4.41K +46 +0.9%
SIA
86
SkyView Investment Advisors
New Jersey
$467K +$7.86K +82 +2%
PI
87
PFG Investments
New York
$460K +$70.8K +739 +18%
EWA
88
EverSource Wealth Advisors
Alabama
$436K -$40.1K -419 -8%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$432K -$74.8K -781 -15%
IC
90
IEQ Capital
California
$431K +$192 +2 +0%
SVWG
91
Shared Vision Wealth Group
United States
$430K -$58.3K -608 -12%
FWP
92
Firethorn Wealth Partners
Georgia
$403K -$41.3K -431 -9%
FFA
93
Fragasso Financial Advisors
Pennsylvania
$403K +$37.8K +395 +10%
UAS
94
United Asset Strategies
New York
$403K -$5.94K -62 -1%
AM
95
AGF Management
Ontario, Canada
$402K -$28.7K -300 -7%
Mariner
96
Mariner
Kansas
$382K +$116K +1,209 +43%
Cerity Partners
97
Cerity Partners
New York
$381K
BW
98
Balance Wealth
Ohio
$378K +$378K +3,941 New
VFP
99
Vested Financial Planning
California
$378K -$118K -1,229 -24%
RWA
100
Redhawk Wealth Advisors
Minnesota
$376K +$1.05K +11 +0.3%