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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
BFG
76
Beacon Financial Group
Texas
$660K
FFA
77
Fragasso Financial Advisors
Pennsylvania
$609K +$1.79K +15 +0.3%
EWA
78
EverSource Wealth Advisors
Alabama
$590K +$50.1K +419 +9%
JWM
79
JGP Wealth Management
Oregon
$585K +$170K +1,423 +42%
RZH
80
Relyea Zuckerberg Hanson
Connecticut
$575K +$1.67K +14 +0.3%
PWC
81
Pathfinder Wealth Consulting
North Carolina
$569K +$561K +4,695 New
PI
82
PFG Investments
New York
$568K +$120 +1 +0%
SP
83
SmartHarvest Portfolios
Washington
$564K +$556K +4,655 New
Mariner
84
Mariner
Kansas
$558K +$22.5K +188 +4%
SVWG
85
Shared Vision Wealth Group
United States
$555K
UCFA
86
United Capital Financial Advisors
Texas
$546K +$539K +4,509 New
IC
87
IEQ Capital
California
$546K +$239 +2 +0%
MFG
88
Merit Financial Group
Georgia
$517K +$510K +4,265 New
SIA
89
SkyView Investment Advisors
New Jersey
$517K -$48.3K -404 -9%
AFG
90
Atomi Financial Group
New York
$510K -$8.61K -72 -2%
FWP
91
Firethorn Wealth Partners
Georgia
$502K
VFP
92
Vested Financial Planning
California
$487K
AM
93
AGF Management
Ontario, Canada
$485K -$71.7K -600 -13%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$471K +$64.5K +540 +16%
SM
95
Sweeney & Michel
California
$461K +$1.31K +11 +0.3%
NCM
96
Novare Capital Management
North Carolina
$455K -$15.5K -130 -3%
FG
97
Foster Group
Iowa
$441K +$11.8K +99 +3%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$439K +$35.9K +300 +9%
SB
99
Strategic Blueprint
Georgia
$413K +$41K +343 +11%
Morgan Stanley
100
Morgan Stanley
New York
$411K -$8.13K -68 -2%