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iShares ESG MSCI USA Leaders ETF

164 hedge funds and large institutions have $767M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
164
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
NL
126
NWAM LLC
Washington
$273K
MSA
127
Marino Stram & Associates
Massachusetts
$266K
Citigroup
128
Citigroup
New York
$255K
LPAM
129
Lodestar Private Asset Management
California
$252K
MAMG
130
Milestone Asset Management Group
Connecticut
$243K
IFWM
131
Institute for Wealth Management
Colorado
$238K
HGWM
132
Horst & Graben Wealth Management
Oregon
$233K
TWP
133
Triad Wealth Partners
Kansas
$222K
RCS
134
Retirement Capital Strategies
California
$207K
FPF
135
First Pacific Financial
Washington
$182K
CAM
136
Clarity Asset Management
Iowa
$160K
EPW
137
Evergreen Private Wealth
Colorado
$154K
SS
138
Sunbelt Securities
Texas
$151K
YAL
139
Your Advocates Ltd
Texas
$114K
US Bancorp
140
US Bancorp
Minnesota
$111K
NA
141
NewEdge Advisors
Louisiana
$107K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$107K
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$92K
DIP
144
DT Investment Partners
Pennsylvania
$63.6K
AWM
145
Angeles Wealth Management
California
$61.4K
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$58K
LFG
147
Larson Financial Group
Missouri
$51.3K
FHA
148
First Horizon Advisors
Tennessee
$45.6K
GIA
149
GHP Investment Advisors
Colorado
$34.7K
FNWA
150
Financial Network Wealth Advisors
Utah
$32.7K