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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
HWM
101
Horizon Wealth Management
Illinois
$409K +$27.8K +233 +7%
BW
102
Balance Wealth
Ohio
$404K -$39.2K -328 -9%
RWA
103
Redhawk Wealth Advisors
Minnesota
$395K -$166K -1,390 -30%
MFA
104
Mayflower Financial Advisors
Massachusetts
$391K
MA
105
MKT Advisors
California
$382K
G
106
GenTrust
Florida
$377K -$306K -2,563 -45%
VW
107
Veridan Wealth
Oregon
$373K -$5.02K -42 -1%
LC
108
Landaas & Company
Wisconsin
$366K
UAS
109
United Asset Strategies
New York
$355K -$17K -142 -5%
MML Investors Services
110
MML Investors Services
Massachusetts
$349K +$23.8K +199 +7%
BAM
111
BOS Asset Management
Illinois
$348K
CW
112
CreativeOne Wealth
Kansas
$347K -$10.9K -91 -3%
Cerity Partners
113
Cerity Partners
New York
$345K
EWA
114
EP Wealth Advisors
California
$342K +$337K +2,819 New
WBG
115
Wharton Business Group
Pennsylvania
$341K -$127K -1,065 -27%
OCM
116
One Capital Management
California
$339K -$593K -4,963 -64%
AQR Capital Management
117
AQR Capital Management
Connecticut
$336K
PA
118
Parallel Advisors
California
$335K
IA
119
IFP Advisors
Florida
$333K -$956 -8 -0.3%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$326K -$64.2K -537 -17%
RW
121
Ridgeline Wealth
Arizona
$310K -$239 -2 -0.1%
Citigroup
122
Citigroup
New York
$305K +$31.7K +265 +12%
BPA
123
Beacon Pointe Advisors
California
$304K -$60.2K -504 -17%
MSA
124
Marino Stram & Associates
Massachusetts
$297K
DWA
125
Davis Wealth Advisors
New Hampshire
$289K +$285K +2,383 New