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iShares ESG MSCI USA Leaders ETF

173 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, 47 increasing their positions, 55 reducing their positions, and 7 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 funds holding

Funds holding:

less ownership

Funds ownership:

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

15% less capital invested

Capital invested by funds: $767M → $654M (-$114M)

Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MFA
101
Mayflower Financial Advisors
Massachusetts
$377K
MA
102
MKT Advisors
California
$368K
HWM
103
Horizon Wealth Management
Illinois
$367K
VW
104
Veridan Wealth
Oregon
$365K
UAS
105
United Asset Strategies
New York
$360K
SB
106
Strategic Blueprint
Georgia
$359K
LC
107
Landaas & Company
Wisconsin
$354K
BPA
108
Beacon Pointe Advisors
California
$352K
CW
109
CreativeOne Wealth
Kansas
$346K
BAM
110
BOS Asset Management
Illinois
$336K
Cerity Partners
111
Cerity Partners
New York
$333K
FCM
112
Firestone Capital Management
Florida
$330K
AQR Capital Management
113
AQR Capital Management
Connecticut
$324K
PA
114
Parallel Advisors
California
$323K
IA
115
IFP Advisors
Florida
$322K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$319K
MML Investors Services
117
MML Investors Services
Massachusetts
$314K
RW
118
Ridgeline Wealth
Arizona
$300K
FTUS
119
Flow Traders U.S.
New York
$288K
MSA
120
Marino Stram & Associates
Massachusetts
$287K
NL
121
NWAM LLC
Washington
$287K
LPAM
122
Lodestar Private Asset Management
California
$269K
Citigroup
123
Citigroup
New York
$263K
MAMG
124
Milestone Asset Management Group
Connecticut
$263K
IFWM
125
Institute for Wealth Management
Colorado
$257K