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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 %
NCM
101
Novare Capital Management
North Carolina
$372K -$19.6K -205 -5%
WBG
102
Wharton Business Group
Pennsylvania
$371K
CW
103
CreativeOne Wealth
Kansas
$349K +$7.76K +81 +2%
SM
104
Sweeney & Michel
California
$325K +$325K +3,771 New
AF
105
Apexium Financial
Texas
$321K +$1.44K +15 +0.5%
SB
106
Strategic Blueprint
Georgia
$317K -$96 -1 -0%
FG
107
Foster Group
Iowa
$315K +$5.27K +55 +2%
MFA
108
Mayflower Financial Advisors
Massachusetts
$309K -$56.6K -591 -15%
VW
109
Veridan Wealth
Oregon
$307K -$62.6K -653 -17%
LC
110
Landaas & Company
Wisconsin
$302K +$302K +3,154 New
RW
111
RVW Wealth
California
$298K +$298K +3,112 New
DT
112
Diversified Trust
Tennessee
$296K -$31.6K -330 -10%
Citigroup
113
Citigroup
New York
$290K +$1.63K +17 +0.6%
BAM
114
BOS Asset Management
Illinois
$275K
RW
115
Ridgeline Wealth
Arizona
$275K -$46.4K -484 -14%
MA
116
MKT Advisors
California
$273K
FCM
117
Firestone Capital Management
Florida
$269K -$10.7K -112 -4%
JWM
118
JGP Wealth Management
Oregon
$269K
BMD
119
Better Money Decisions
New Mexico
$269K +$766 +8 +0.3%
PA
120
Parallel Advisors
California
$265K
MML Investors Services
121
MML Investors Services
Massachusetts
$261K +$261K +2,724 New
HWM
122
Horizon Wealth Management
Illinois
$252K +$287 +3 +0.1%
AA
123
Armis Advisers
Georgia
$245K
MSA
124
Marino Stram & Associates
Massachusetts
$235K
NL
125
NWAM LLC
Washington
$233K -$63.1K -659 -21%