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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
AWM
151
AE Wealth Management
Kansas
$104K
KAS
152
Kestra Advisory Services
Texas
$80.2K
DIP
153
DT Investment Partners
Pennsylvania
$77.6K
YAL
154
Your Advocates Ltd
Texas
$64.5K
HFS
155
Hantz Financial Services
Michigan
$56K
CYG
156
Clean Yield Group
Vermont
$55.2K
TPBG
157
Turning Point Benefit Group
Maryland
$46.6K
TCM
158
Triumph Capital Management
Colorado
$43.7K
GIA
159
GHP Investment Advisors
Colorado
$38.8K
FNWA
160
Financial Network Wealth Advisors
Utah
$36.6K
NL
161
Navalign LLC
California
$32.6K
HI
162
Harbour Investments
Wisconsin
$32.4K
CA
163
CoreCap Advisors
Michigan
$30.3K
AA
164
Ancora Advisors
Ohio
$30.1K
GRP
165
Global Retirement Partners
California
$26.2K
FRA
166
Front Row Advisors
California
$25.5K
NWMP
167
Noble Wealth Management PBC
Colorado
$21.8K
GWS
168
Glassman Wealth Services
Virginia
$20.9K
CFO
169
Capitol Family Office
Oregon
$18.8K
GFA
170
Gladwyn Financial Advisors
Virginia
$15.6K
Bessemer Group
171
Bessemer Group
New Jersey
$12K
CTWM
172
Cherry Tree Wealth Management
Minnesota
$11.9K
MSFP
173
Mark Sheptoff Financial Planning
Connecticut
$9.1K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$9.1K
RF
175
Rossby Financial
Florida
$6.93K