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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
US Bancorp
151
US Bancorp
Minnesota
$125K
NA
152
NewEdge Advisors
Louisiana
$120K
AWM
153
AE Wealth Management
Kansas
$104K -$82.6K -691 -45%
KAS
154
Kestra Advisory Services
Texas
$80.2K +$79K +661 New
DIP
155
DT Investment Partners
Pennsylvania
$77.6K +$5.98K +50 +8%
YAL
156
Your Advocates Ltd
Texas
$64.5K -$61.8K -517 -49%
HFS
157
Hantz Financial Services
Michigan
$56K +$54.7K +458 New
CYG
158
Clean Yield Group
Vermont
$55.2K
TPBG
159
Turning Point Benefit Group
Maryland
$46.6K +$45.9K +384 New
TCM
160
Triumph Capital Management
Colorado
$43.7K +$43K +360 New
GIA
161
GHP Investment Advisors
Colorado
$38.8K
FNWA
162
Financial Network Wealth Advisors
Utah
$36.6K
NL
163
Navalign LLC
California
$32.6K +$32.1K +269 New
HI
164
Harbour Investments
Wisconsin
$32.4K
CA
165
CoreCap Advisors
Michigan
$30.3K
AA
166
Ancora Advisors
Ohio
$30.1K
GRP
167
Global Retirement Partners
California
$26.2K -$239 -2 -0.9%
FRA
168
Front Row Advisors
California
$25.5K
NWMP
169
Noble Wealth Management PBC
Colorado
$21.8K
GWS
170
Glassman Wealth Services
Virginia
$20.9K
CFO
171
Capitol Family Office
Oregon
$18.8K -$1.08K -9 -5%
NSG
172
Nalls Sherbakoff Group
Tennessee
$17.2K
GFA
173
Gladwyn Financial Advisors
Virginia
$15.6K +$120 +1 +0.8%
Bessemer Group
174
Bessemer Group
New Jersey
$12K +$11.6K +97 New
CTWM
175
Cherry Tree Wealth Management
Minnesota
$11.9K