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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
CYG
151
Clean Yield Group
Vermont
$53.3K
LFG
152
Larson Financial Group
Missouri
$43.6K
GIA
153
GHP Investment Advisors
Colorado
$37.5K
FNWA
154
Financial Network Wealth Advisors
Utah
$35.4K
HI
155
Harbour Investments
Wisconsin
$31.3K
CA
156
CoreCap Advisors
Michigan
$29.3K
AA
157
Ancora Advisors
Ohio
$29K
GRP
158
Global Retirement Partners
California
$25.5K
FRA
159
Front Row Advisors
California
$24.6K
NWMP
160
Noble Wealth Management PBC
Colorado
$21.1K
GWS
161
Glassman Wealth Services
Virginia
$20.1K
CFO
162
Capitol Family Office
Oregon
$19.2K
BlackRock
163
BlackRock
New York
$17.2K
HWA
164
HHM Wealth Advisors
Tennessee
$16K
GFA
165
Gladwyn Financial Advisors
Virginia
$15K
CTWM
166
Cherry Tree Wealth Management
Minnesota
$11.5K
MSFP
167
Mark Sheptoff Financial Planning
Connecticut
$8.78K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$8.78K
SWP
169
Strategic Wealth Partners
Ohio
$3.98K
AWM
170
Abound Wealth Management
Tennessee
$2.93K
FFL
171
Financial Freedom LLC
Ohio
$2.46K
UBS Group
172
UBS Group
Switzerland
$1.87K
BFO
173
Biltmore Family Office
North Carolina
$936
MCM
174
Manchester Capital Management
Vermont
$361
Principal Financial Group
175
Principal Financial Group
Iowa