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iShares ESG MSCI USA Leaders ETF

164 hedge funds and large institutions have $767M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
HWM
76
HB Wealth Management
Georgia
$656K
AWM
77
Aries Wealth Management
Maine
$648K
PAG
78
Private Advisor Group
New Jersey
$634K
G
79
GenTrust
Florida
$615K
RW
80
RVW Wealth
California
$610K
PWM
81
Perigon Wealth Management
California
$609K
BFG
82
Beacon Financial Group
Texas
$590K
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$530K
WA
84
Wealth Alliance
New York
$524K
PI
85
PFG Investments
New York
$521K
SIA
86
SkyView Investment Advisors
New Jersey
$514K
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$511K
FFA
88
Fragasso Financial Advisors
Pennsylvania
$501K
SVWG
89
Shared Vision Wealth Group
United States
$499K
AF
90
Apexium Financial
Texas
$489K
IC
91
IEQ Capital
California
$488K
EWA
92
EverSource Wealth Advisors
Alabama
$482K
UAS
93
United Asset Strategies
New York
$474K
Mariner
94
Mariner
Kansas
$459K
RWA
95
Redhawk Wealth Advisors
Minnesota
$456K
FWP
96
Firethorn Wealth Partners
Georgia
$455K
VFP
97
Vested Financial Planning
California
$427K
SM
98
Sweeney & Michel
California
$421K
NCM
99
Novare Capital Management
North Carolina
$421K
WBG
100
Wharton Business Group
Pennsylvania
$420K