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iShares ESG MSCI USA Leaders ETF
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Overview Fund Activity

155 hedge funds and large institutions have $674M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
52
Reduced
54
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$40.3M
2
Morgan Stanley
Morgan Stanley
New York
$2.15M
3
FTUS
Flow Traders U.S.
New York
$1.49M
4
Creative Planning
Creative Planning
Kansas
$21.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.41M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$66.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$77.6M
4
IAA
Independent Advisor Alliance
North Carolina
$0
5
GM
GeoWealth Management
Illinois
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$158M – – –
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$77.6M -$4.12M -43,023 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66.8M -$11.4M -118,787 -15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$46.4M -$5.16M -53,818 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.3M +$2.68M +27,990 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$33.6M +$178K +1,857 +0.5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$23M +$567K +5,917 +3%
Creative Planning
8
Creative Planning
Kansas
$21.6M +$1.3M +13,589 +6%
AF
9
Allworth Financial
California
$17.7M +$163K +1,733 +0.9%
EI
10
Ellevest Inc
New York
$11.4M +$821K +8,565 +8%
GM
11
GeoWealth Management
Illinois
$10.7M -$2.28M -23,758 -18%
Principal Financial Group
12
Principal Financial Group
Iowa
$8.75M -$1.89M -19,736 -18%
OIA
13
OneDigital Investment Advisors
Kansas
$8.34M +$280K +2,919 +3%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.84M +$977K +10,201 +14%
WAL
15
W Advisors LLC
Tennessee
$6.73M – – –
OWA
16
One Wealth Advisors
California
$6.72M -$1.14M -11,888 -14%
RSWM
17
Robertson Stephens Wealth Management
California
$6.24M +$484K +5,055 +8%
Bank of America
18
Bank of America
North Carolina
$6.17M -$399K -4,168 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.31M -$107K -1,119 -2%
BFA
20
Bluestem Financial Advisors
Illinois
$4.98M +$12.1K +126 +0.2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$4.19M -$144K -1,499 -3%
ACA
22
Aptus Capital Advisors
Alabama
$4.07M -$96.4K -1,006 -2%
SWM
23
SK Wealth Management
Rhode Island
$3.8M +$59.1K +666 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.41M +$1.27M +13,248 +59%
Goldman Sachs
25
Goldman Sachs
New York
$3.3M -$589K -6,150 -15%
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