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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
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
LPAM
126
Lodestar Private Asset Management
California
$222K
ECA
127
Elevation Capital Advisory
Oregon
$216K
MAMG
128
Milestone Asset Management Group
Connecticut
$215K
Jones Financial Companies
129
Jones Financial Companies
Missouri
$212K
IFWM
130
Institute for Wealth Management
Colorado
$211K
FPF
131
First Pacific Financial
Washington
$161K
CAM
132
Clarity Asset Management
Iowa
$141K
SS
133
Sunbelt Securities
Texas
$140K
EPW
134
Evergreen Private Wealth
Colorado
$136K
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
FNWA
139
Financial Network Wealth Advisors
Utah
$66.7K
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$66K
UBS Group
141
UBS Group
Switzerland
$60.8K
HI
142
Harbour Investments
Wisconsin
$51.2K
KFGG
143
Keystone Financial Group (Georgia)
Georgia
$51K
DIP
144
DT Investment Partners
Pennsylvania
$50.8K
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
FRA
149
Front Row Advisors
California
$21.2K
NWMP
150
Noble Wealth Management PBC
Colorado
$17.2K