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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$377K -$187K -1,668 -34%
MFA
102
Mayflower Financial Advisors
Massachusetts
$377K
MA
103
MKT Advisors
California
$368K
HWM
104
Horizon Wealth Management
Illinois
$367K +$53K +472 +18%
VW
105
Veridan Wealth
Oregon
$365K +$350K +3,118 New
UAS
106
United Asset Strategies
New York
$360K -$147K -1,306 -30%
SB
107
Strategic Blueprint
Georgia
$359K
LC
108
Landaas & Company
Wisconsin
$354K -$14.9K -133 -4%
BPA
109
Beacon Pointe Advisors
California
$352K +$338K +3,010 New
CW
110
CreativeOne Wealth
Kansas
$346K -$38.7K -344 -10%
BAM
111
BOS Asset Management
Illinois
$336K
Cerity Partners
112
Cerity Partners
New York
$333K
FCM
113
Firestone Capital Management
Florida
$330K +$449 +4 +0.1%
AQR Capital Management
114
AQR Capital Management
Connecticut
$324K
PA
115
Parallel Advisors
California
$323K
IA
116
IFP Advisors
Florida
$322K -$18.1K -161 -6%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$319K +$306K +2,725 New
MML Investors Services
118
MML Investors Services
Massachusetts
$314K -$20K -178 -6%
RW
119
Ridgeline Wealth
Arizona
$300K
FTUS
120
Flow Traders U.S.
New York
$288K +$277K +2,463 New
NL
121
NWAM LLC
Washington
$288K
MSA
122
Marino Stram & Associates
Massachusetts
$287K
LPAM
123
Lodestar Private Asset Management
California
$269K -$3.15K -28 -1%
Citigroup
124
Citigroup
New York
$263K -$11.8K -105 -4%
MAMG
125
Milestone Asset Management Group
Connecticut
$263K +$112 +1 +0%