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iShares ESG MSCI USA Leaders ETF

192 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 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Aries Wealth Management
Maine
$687K +$9.01K +75 +1%
WIM
77
WealthPlan Investment Management
Nebraska
$654K -$62.7K -522 -8%
RW
78
RVW Wealth
California
$650K
PAG
79
Private Advisor Group
New Jersey
$649K -$2.76K -23 -0.4%
PAS
80
Park Avenue Securities
New York
$636K +$11.7K +97 +2%
PI
81
PFG Investments
New York
$632K +$106K +881 +19%
BFG
82
Beacon Financial Group
Texas
$618K
WANY
83
Wealthspire Advisors (New York)
New York
$601K -$1.42M -11,843 -69%
MFG
84
Merit Financial Group
Georgia
$594K +$116K +967 +23%
FFA
85
Fragasso Financial Advisors
Pennsylvania
$574K -$4.33K -36 -0.7%
JWM
86
JGP Wealth Management
Oregon
$542K -$5.65K -47 -1%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$540K +$1.56K +13 +0.3%
PWC
88
Pathfinder Wealth Consulting
North Carolina
$533K
SP
89
SmartHarvest Portfolios
Washington
$529K
EWA
90
EverSource Wealth Advisors
Alabama
$515K -$39.9K -332 -7%
UCFA
91
United Capital Financial Advisors
Texas
$513K +$120 +1 +0%
IC
92
IEQ Capital
California
$512K +$361 +3 +0.1%
SVWG
93
Shared Vision Wealth Group
United States
$509K
AFG
94
Atomi Financial Group
New York
$472K -$6.25K -52 -1%
FWP
95
Firethorn Wealth Partners
Georgia
$470K +$120 +1 +0%
SIA
96
SkyView Investment Advisors
New Jersey
$468K -$17.2K -143 -3%
CI Investments Inc
97
CI Investments Inc
Ontario, Canada
$468K +$60.1K +500 +14%
AM
98
AGF Management
Ontario, Canada
$454K
BlackRock
99
BlackRock
New York
$454K +$285K +2,369 +145%
MWA
100
Madson Wealth Advisors
California
$431K +$456K +3,792 New