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iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$28.4K
AA
177
Ancora Advisors
Ohio
$28.2K
FRA
178
Front Row Advisors
California
$23.9K
NWMP
179
Noble Wealth Management PBC
Colorado
$20.4K
GWS
180
Glassman Wealth Services
Virginia
$19.5K
CFO
181
Capitol Family Office
Oregon
$18.8K
GFA
182
Gladwyn Financial Advisors
Virginia
$14.6K
CAM
183
Clarity Asset Management
Iowa
$13K -$162K -1,347 -92%
CTWM
184
Cherry Tree Wealth Management
Minnesota
$11.1K
MSFP
185
Mark Sheptoff Financial Planning
Connecticut
$9.54K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$8.52K
RF
187
Rossby Financial
Florida
$6.57K
HWA
188
HHM Wealth Advisors
Tennessee
$5.23K
BIM
189
Breakwater Investment Management
Washington
$3.29K +$3.48K +29 New
AWM
190
Abound Wealth Management
Tennessee
$2.84K
FFL
191
Financial Freedom LLC
Ohio
$2.39K
BFO
192
Biltmore Family Office
North Carolina
$909
SWP
193
Strategic Wealth Partners
Ohio
$5
NPT
194
National Philanthropic Trust
Pennsylvania
-$18.9M -156,176 Closed
Citadel Advisors
195
Citadel Advisors
Florida
-$1.03M -8,514 Closed
CWS
196
Confluence Wealth Services
Pennsylvania
-$215K -1,773 Closed
MFP
197
Meridian Financial Partners
Virginia
-$205K -1,669 Closed
EPW
198
Evergreen Private Wealth
Colorado
-$172K -1,418 Closed
NA
199
NewEdge Advisors
Louisiana
-$120K -990 Closed
CYG
200
Clean Yield Group
Vermont
-$55.2K -455 Closed