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iShares ESG MSCI USA Leaders ETF

170 hedge funds and large institutions have $621M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
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
DT
126
Diversified Trust
Tennessee
$235K
RCS
127
Retirement Capital Strategies
California
$224K
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$211K
KWA
129
Kingswood Wealth Advisors
California
$211K
CWS
130
Confluence Wealth Services
Pennsylvania
$205K
FPF
131
First Pacific Financial
Washington
$197K
AWM
132
AE Wealth Management
Kansas
$182K
CAM
133
Clarity Asset Management
Iowa
$173K
SS
134
Sunbelt Securities
Texas
$171K
GMA
135
Glassy Mountain Advisors
Maryland
$167K
EPW
136
Evergreen Private Wealth
Colorado
$166K
ASN
137
Advisory Services Network
Georgia
$165K
TRCT
138
Tower Research Capital (TRC)
New York
$164K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$162K
RFP
140
Root Financial Partners
California
$154K
FCT
141
Family Capital Trust
Massachusetts
$140K
YAL
142
Your Advocates Ltd
Texas
$123K
US Bancorp
143
US Bancorp
Minnesota
$120K
NA
144
NewEdge Advisors
Louisiana
$116K
DIP
145
DT Investment Partners
Pennsylvania
$69.1K
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$61.4K
CYG
147
Clean Yield Group
Vermont
$53.3K
LFG
148
Larson Financial Group
Missouri
$43.6K
TCM
149
Triumph Capital Management
Colorado
$42.1K
GIA
150
GHP Investment Advisors
Colorado
$37.5K