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iShares ESG MSCI USA Leaders ETF

163 hedge funds and large institutions have $758M 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, 55 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:

2% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 55

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
163
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
MSA
126
Marino Stram & Associates
Massachusetts
$266K
Citigroup
127
Citigroup
New York
$255K
LPAM
128
Lodestar Private Asset Management
California
$252K
MAMG
129
Milestone Asset Management Group
Connecticut
$243K
IFWM
130
Institute for Wealth Management
Colorado
$238K
HGWM
131
Horst & Graben Wealth Management
Oregon
$233K
TWP
132
Triad Wealth Partners
Kansas
$222K
RCS
133
Retirement Capital Strategies
California
$207K
FPF
134
First Pacific Financial
Washington
$182K
CAM
135
Clarity Asset Management
Iowa
$160K
EPW
136
Evergreen Private Wealth
Colorado
$154K
SS
137
Sunbelt Securities
Texas
$151K
YAL
138
Your Advocates Ltd
Texas
$114K
US Bancorp
139
US Bancorp
Minnesota
$111K
NA
140
NewEdge Advisors
Louisiana
$107K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$107K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$92K
DIP
143
DT Investment Partners
Pennsylvania
$63.6K
AWM
144
Angeles Wealth Management
California
$61.4K
KFGG
145
Keystone Financial Group (Georgia)
Georgia
$58K
LFG
146
Larson Financial Group
Missouri
$51.3K
FHA
147
First Horizon Advisors
Tennessee
$45.6K
GIA
148
GHP Investment Advisors
Colorado
$34.7K
FNWA
149
Financial Network Wealth Advisors
Utah
$32.7K
HI
150
Harbour Investments
Wisconsin
$28.9K