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iShares ESG MSCI USA Leaders ETF

175 hedge funds and large institutions have $654M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$257K
HGWM
127
Horst & Graben Wealth Management
Oregon
$252K
TWP
128
Triad Wealth Partners
Kansas
$240K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$238K +$133K +1,186 +140%
DT
130
Diversified Trust
Tennessee
$235K -$62.4K -555 -22%
RCS
131
Retirement Capital Strategies
California
$224K
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$211K +$202K +1,800 New
KWA
133
Kingswood Wealth Advisors
California
$211K +$202K +1,800 New
CWS
134
Confluence Wealth Services
Pennsylvania
$205K +$197K +1,755 New
FPF
135
First Pacific Financial
Washington
$197K +$562 +5 +0.3%
AWM
136
AE Wealth Management
Kansas
$182K +$174K +1,551 New
CAM
137
Clarity Asset Management
Iowa
$173K +$449 +4 +0.3%
SS
138
Sunbelt Securities
Texas
$171K
GMA
139
Glassy Mountain Advisors
Maryland
$167K +$161K +1,430 New
EPW
140
Evergreen Private Wealth
Colorado
$166K -$449 -4 -0.3%
ASN
141
Advisory Services Network
Georgia
$165K +$158K +1,406 New
TRCT
142
Tower Research Capital (TRC)
New York
$164K +$136K +1,209 +617%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$162K +$44.8K +399 +41%
RFP
144
Root Financial Partners
California
$154K +$148K +1,318 New
FCT
145
Family Capital Trust
Massachusetts
$140K +$135K +1,200 New
YAL
146
Your Advocates Ltd
Texas
$123K
US Bancorp
147
US Bancorp
Minnesota
$120K
NA
148
NewEdge Advisors
Louisiana
$116K
DIP
149
DT Investment Partners
Pennsylvania
$69.1K +$337 +3 +0.5%
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$61.4K