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iShares ESG MSCI USA Leaders ETF

181 hedge funds and large institutions have $691M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.73% less ownership

Funds ownership: 70.73%67% (-3.7%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
101
Redhawk Wealth Advisors
Minnesota
$395K
MFA
102
Mayflower Financial Advisors
Massachusetts
$391K
MA
103
MKT Advisors
California
$382K
G
104
GenTrust
Florida
$377K
VW
105
Veridan Wealth
Oregon
$373K
LC
106
Landaas & Company
Wisconsin
$366K
UAS
107
United Asset Strategies
New York
$355K
MML Investors Services
108
MML Investors Services
Massachusetts
$349K
BAM
109
BOS Asset Management
Illinois
$348K
CW
110
CreativeOne Wealth
Kansas
$347K
Cerity Partners
111
Cerity Partners
New York
$345K
EWA
112
EP Wealth Advisors
California
$342K
WBG
113
Wharton Business Group
Pennsylvania
$341K
OCM
114
One Capital Management
California
$339K
AQR Capital Management
115
AQR Capital Management
Connecticut
$336K
PA
116
Parallel Advisors
California
$335K
IA
117
IFP Advisors
Florida
$333K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$326K
RW
119
Ridgeline Wealth
Arizona
$310K
Citigroup
120
Citigroup
New York
$305K
BPA
121
Beacon Pointe Advisors
California
$304K
MSA
122
Marino Stram & Associates
Massachusetts
$297K
DWA
123
Davis Wealth Advisors
New Hampshire
$289K
FCM
124
Firestone Capital Management
Florida
$280K
MAMG
125
Milestone Asset Management Group
Connecticut
$273K