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iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Win Advisors
Florida
$429K +$454K +3,775 New
Mariner
102
Mariner
Kansas
$423K -$105K -871 -19%
NCM
103
Novare Capital Management
North Carolina
$413K -$14.1K -117 -3%
RWA
104
Redhawk Wealth Advisors
Minnesota
$410K +$42.3K +352 +11%
SM
105
Sweeney & Michel
California
$401K -$50.4K -419 -11%
FG
106
Foster Group
Iowa
$399K -$15.5K -129 -4%
SB
107
Strategic Blueprint
Georgia
$387K
HWM
108
Horizon Wealth Management
Illinois
$387K +$3.97K +33 +1%
MFA
109
Mayflower Financial Advisors
Massachusetts
$366K
MA
110
MKT Advisors
California
$360K
BW
111
Balance Wealth
Ohio
$359K -$21.6K -180 -5%
G
112
GenTrust
Florida
$354K
LC
113
Landaas & Company
Wisconsin
$343K
UAS
114
United Asset Strategies
New York
$341K +$8.65K +72 +2%
VW
115
Veridan Wealth
Oregon
$341K -$9.13K -76 -2%
BAM
116
BOS Asset Management
Illinois
$326K
Cerity Partners
117
Cerity Partners
New York
$323K
Citigroup
118
Citigroup
New York
$323K +$39.8K +331 +13%
CW
119
CreativeOne Wealth
Kansas
$321K -$4.57K -38 -1%
EWA
120
EP Wealth Advisors
California
$320K
BIA
121
Bigelow Investment Advisors
Maine
$319K +$338K +2,810 New
OCM
122
One Capital Management
California
$318K
MML Investors Services
123
MML Investors Services
Massachusetts
$316K -$12.1K -101 -4%
AQR Capital Management
124
AQR Capital Management
Connecticut
$315K
PA
125
Parallel Advisors
California
$314K