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iShares ESG MSCI USA Leaders ETF

155 hedge funds and large institutions have $674M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
52
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
126
Lodestar Private Asset Management
California
$222K +$575 +6 +0.3%
ECA
127
Elevation Capital Advisory
Oregon
$216K +$216K +2,250 New
MAMG
128
Milestone Asset Management Group
Connecticut
$215K +$192 +2 +0.1%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$212K +$108K +1,129 +103%
IFWM
130
Institute for Wealth Management
Colorado
$211K
FPF
131
First Pacific Financial
Washington
$161K
CAM
132
Clarity Asset Management
Iowa
$141K +$20.8K +217 +17%
SS
133
Sunbelt Securities
Texas
$140K
EPW
134
Evergreen Private Wealth
Colorado
$136K -$3.74K -39 -3%
YAL
135
Your Advocates Ltd
Texas
$100K
US Bancorp
136
US Bancorp
Minnesota
$98.5K
NA
137
NewEdge Advisors
Louisiana
$94.9K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$69.7K +$3.54K +37 +5%
FNWA
139
Financial Network Wealth Advisors
Utah
$66.7K +$66.7K +696 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$66K +$38.9K +409 +144%
UBS Group
141
UBS Group
Switzerland
$60.8K -$182K -1,899 -75%
HI
142
Harbour Investments
Wisconsin
$51.2K
KFGG
143
Keystone Financial Group (Georgia)
Georgia
$51K
DIP
144
DT Investment Partners
Pennsylvania
$50.8K +$3.07K +32 +6%
GIA
145
GHP Investment Advisors
Colorado
$30.7K
LFG
146
Larson Financial Group
Missouri
$25.5K
CA
147
CoreCap Advisors
Michigan
$24K
AA
148
Ancora Advisors
Ohio
$23.8K -$10.5K -110 -31%
FRA
149
Front Row Advisors
California
$21.2K
NWMP
150
Noble Wealth Management PBC
Colorado
$17.2K