We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

175 hedge funds and large institutions have $654M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
RVW Wealth
California
$650K -$8.99K -80 -1%
BFG
77
Beacon Financial Group
Texas
$637K
FFA
78
Fragasso Financial Advisors
Pennsylvania
$590K +$43.4K +386 +8%
RZH
79
Relyea Zuckerberg Hanson
Connecticut
$554K +$1.35K +12 +0.3%
PI
80
PFG Investments
New York
$548K -$13.6K -121 -3%
SIA
81
SkyView Investment Advisors
New Jersey
$546K -$11K -98 -2%
RWA
82
Redhawk Wealth Advisors
Minnesota
$544K +$49.7K +442 +11%
AM
83
AGF Management
Ontario, Canada
$538K +$112K +1,000 +28%
AF
84
Apexium Financial
Texas
$528K
IC
85
IEQ Capital
California
$527K +$225 +2 +0%
SVWG
86
Shared Vision Wealth Group
United States
$527K
EWA
87
EverSource Wealth Advisors
Alabama
$520K
Mariner
88
Mariner
Kansas
$516K +$19.4K +173 +4%
AFG
89
Atomi Financial Group
New York
$501K +$481K +4,278 New
FWP
90
Firethorn Wealth Partners
Georgia
$484K -$7.42K -66 -2%
VFP
91
Vested Financial Planning
California
$470K +$8.88K +79 +2%
NCM
92
Novare Capital Management
North Carolina
$455K
WBG
93
Wharton Business Group
Pennsylvania
$454K
SM
94
Sweeney & Michel
California
$432K -$10.9K -97 -3%
BW
95
Balance Wealth
Ohio
$429K -$9.33K -83 -2%
FG
96
Foster Group
Iowa
$414K +$4.94K +44 +1%
Morgan Stanley
97
Morgan Stanley
New York
$405K +$9.66K +86 +3%
JWM
98
JGP Wealth Management
Oregon
$400K +$65.7K +585 +21%
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$388K -$22.5K -200 -6%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$387K +$55.3K +492 +17%