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iShares ESG MSCI USA Leaders ETF

181 hedge funds and large institutions have $691M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 9 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.73% less ownership

Funds ownership: 70.73%67% (-3.7%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$271K
LPAM
127
Lodestar Private Asset Management
California
$270K
IFWM
128
Institute for Wealth Management
Colorado
$267K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$264K
HGWM
130
Horst & Graben Wealth Management
Oregon
$261K
DT
131
Diversified Trust
Tennessee
$243K
RCS
132
Retirement Capital Strategies
California
$232K
KWA
133
Kingswood Wealth Advisors
California
$226K
WETS
134
Wealth Enhancement Trust Services
South Dakota
$220K
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$218K
WA
136
Wealth Alliance
New York
$216K
CWS
137
Confluence Wealth Services
Pennsylvania
$215K
SS
138
Sunbelt Securities
Texas
$207K
FPF
139
First Pacific Financial
Washington
$205K
MFP
140
Meridian Financial Partners
Virginia
$205K
BlackRock
141
BlackRock
New York
$198K
CAM
142
Clarity Asset Management
Iowa
$177K
GMA
143
Glassy Mountain Advisors
Maryland
$174K
EPW
144
Evergreen Private Wealth
Colorado
$172K
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$151K
LFG
146
Larson Financial Group
Missouri
$146K
FCT
147
Family Capital Trust
Massachusetts
$146K
KFGG
148
Keystone Financial Group (Georgia)
Georgia
$128K
US Bancorp
149
US Bancorp
Minnesota
$125K
NA
150
NewEdge Advisors
Louisiana
$120K