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iShares ESG MSCI USA Leaders ETF

183 hedge funds and large institutions have $694M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 65 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:

3.44% less ownership

Funds ownership: 70.73%67.29% (-3.4%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
183
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
NA
151
NewEdge Advisors
Louisiana
$120K
AWM
152
AE Wealth Management
Kansas
$104K
KAS
153
Kestra Advisory Services
Texas
$80.2K
DIP
154
DT Investment Partners
Pennsylvania
$77.6K
YAL
155
Your Advocates Ltd
Texas
$64.5K
HFS
156
Hantz Financial Services
Michigan
$56K
CYG
157
Clean Yield Group
Vermont
$55.2K
TPBG
158
Turning Point Benefit Group
Maryland
$46.6K
TCM
159
Triumph Capital Management
Colorado
$43.7K
GIA
160
GHP Investment Advisors
Colorado
$38.8K
FNWA
161
Financial Network Wealth Advisors
Utah
$36.6K
NL
162
Navalign LLC
California
$32.6K
HI
163
Harbour Investments
Wisconsin
$32.4K
CA
164
CoreCap Advisors
Michigan
$30.3K
AA
165
Ancora Advisors
Ohio
$30.1K
GRP
166
Global Retirement Partners
California
$26.2K
FRA
167
Front Row Advisors
California
$25.5K
NWMP
168
Noble Wealth Management PBC
Colorado
$21.8K
GWS
169
Glassman Wealth Services
Virginia
$20.9K
CFO
170
Capitol Family Office
Oregon
$18.8K
NSG
171
Nalls Sherbakoff Group
Tennessee
$17.2K
GFA
172
Gladwyn Financial Advisors
Virginia
$15.6K
Bessemer Group
173
Bessemer Group
New Jersey
$12K
CTWM
174
Cherry Tree Wealth Management
Minnesota
$11.9K
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$9.1K