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iShares ESG MSCI USA Leaders ETF

174 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, 47 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

15% less capital invested

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

16% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 56

Holders
174
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
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
DT
130
Diversified Trust
Tennessee
$235K
RCS
131
Retirement Capital Strategies
California
$224K
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$211K
KWA
133
Kingswood Wealth Advisors
California
$211K
CWS
134
Confluence Wealth Services
Pennsylvania
$205K
FPF
135
First Pacific Financial
Washington
$197K
AWM
136
AE Wealth Management
Kansas
$182K
CAM
137
Clarity Asset Management
Iowa
$173K
SS
138
Sunbelt Securities
Texas
$171K
GMA
139
Glassy Mountain Advisors
Maryland
$167K
EPW
140
Evergreen Private Wealth
Colorado
$166K
ASN
141
Advisory Services Network
Georgia
$165K
TRCT
142
Tower Research Capital (TRC)
New York
$164K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$162K
RFP
144
Root Financial Partners
California
$154K
FCT
145
Family Capital Trust
Massachusetts
$140K
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
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$61.4K