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iShares ESG MSCI USA Leaders ETF

163 hedge funds and large institutions have $758M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 55 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
54
Reduced
55
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BOI
1
Bank of Italy
Italy
$179M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$86.1M -$1.68M -15,475 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.6M -$953K -8,797 -1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$49.9M -$2.53M -23,318 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.1M -$3.47M -32,018 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.3M +$1.31M +12,088 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$26.4M +$132K +1,205 +0.5%
Creative Planning
8
Creative Planning
Kansas
$23.6M -$800K -7,382 -3%
AF
9
Allworth Financial
California
$20.6M +$151K +1,393 +0.7%
EI
10
Ellevest Inc
New York
$13.8M +$913K +8,424 +7%
GM
11
GeoWealth Management
Illinois
$10.3M -$1.8M -16,627 -15%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.67M -$192K -1,773 -2%
OIA
13
OneDigital Investment Advisors
Kansas
$8.47M -$960K -8,864 -10%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$8.38M +$8.38M +77,332 New
Principal Financial Group
15
Principal Financial Group
Iowa
$7.96M -$1.93M -17,825 -20%
WAL
16
W Advisors LLC
Tennessee
$7.39M -$224K -2,070 -3%
OWA
17
One Wealth Advisors
California
$7.04M -$560K -5,168 -7%
RSWM
18
Robertson Stephens Wealth Management
California
$6.9M -$156K -1,444 -2%
Bank of America
19
Bank of America
North Carolina
$6.47M -$506K -4,674 -7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.24M +$234K +2,156 +4%
Goldman Sachs
21
Goldman Sachs
New York
$5.81M +$2.08M +19,221 +56%
BFA
22
Bluestem Financial Advisors
Illinois
$5.37M -$261K -2,410 -5%
Raymond James Financial
23
Raymond James Financial
Florida
$5.08M +$3.76M +34,665 +284%
SWM
24
SK Wealth Management
Rhode Island
$4.78M +$105K +961 +2%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.76M +$24.9K +230 +0.5%