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iShares ESG MSCI USA Leaders ETF

184 hedge funds and large institutions have $713M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $654M → $713M (+$58.9M)

5% more funds holding

Funds holding: 175184 (+9)

1.6% less ownership

Funds ownership: 70.73%69.13% (-1.6%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
184
Holders Change
+9
Holders Change %
+5.14%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
21
Increased
50
Reduced
65
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
126
Firestone Capital Management
Florida
$280K -$61.1K -511 -18%
MAMG
127
Milestone Asset Management Group
Connecticut
$273K +$120 +1 +0%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$271K +$101K +847 +61%
LPAM
129
Lodestar Private Asset Management
California
$270K -$8.84K -74 -3%
IFWM
130
Institute for Wealth Management
Colorado
$267K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$264K +$16.9K +141 +7%
HGWM
132
Horst & Graben Wealth Management
Oregon
$261K
DT
133
Diversified Trust
Tennessee
$243K
RCS
134
Retirement Capital Strategies
California
$232K
KWA
135
Kingswood Wealth Advisors
California
$226K +$7.41K +62 +3%
WETS
136
Wealth Enhancement Trust Services
South Dakota
$220K +$217K +1,814 New
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$218K
WA
138
Wealth Alliance
New York
$216K +$213K +1,782 New
CWS
139
Confluence Wealth Services
Pennsylvania
$215K +$2.15K +18 +1%
SS
140
Sunbelt Securities
Texas
$207K +$29.3K +245 +17%
FPF
141
First Pacific Financial
Washington
$205K +$598 +5 +0.3%
MFP
142
Meridian Financial Partners
Virginia
$205K +$199K +1,669 New
BlackRock
143
BlackRock
New York
$198K +$177K +1,482 +1,008%
CAM
144
Clarity Asset Management
Iowa
$177K -$2.15K -18 -1%
GMA
145
Glassy Mountain Advisors
Maryland
$174K +$478 +4 +0.3%
EPW
146
Evergreen Private Wealth
Colorado
$172K
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$151K +$149K +1,245 New
LFG
148
Larson Financial Group
Missouri
$146K +$99.3K +831 +223%
FCT
149
Family Capital Trust
Massachusetts
$146K
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$128K +$63.2K +529 +101%