We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

175 hedge funds and large institutions have $654M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$104M -$86M -765,406 -46%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$92.7M -$302K -2,691 -0.3%
JP Morgan Chase
3
JP Morgan Chase
New York
$52.2M -$1.63M -14,472 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48M +$2.43M +21,663 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.3M +$1.83M +16,285 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$28.8M +$390K +3,474 +1%
Creative Planning
7
Creative Planning
Kansas
$24M -$1.47M -13,100 -6%
AF
8
Allworth Financial
California
$23M +$804K +7,158 +4%
EI
9
Ellevest Inc
New York
$16.8M +$1.74M +15,520 +12%
GM
10
GeoWealth Management
Illinois
$10.2M -$891K -7,927 -8%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.48M +$111K +991 +1%
SA
12
Sanctuary Advisors
Indiana
$9.34M -$449 -4 -0%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$9.16M +$101K +900 +1%
OIA
14
OneDigital Investment Advisors
Kansas
$9.12M -$27.3K -243 -0.3%
RSWM
15
Robertson Stephens Wealth Management
California
$7.51M +$55.6K +495 +0.8%
OWA
16
One Wealth Advisors
California
$7.47M -$131K -1,169 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.15M +$392K +3,488 +6%
Bank of America
18
Bank of America
North Carolina
$6.92M -$68.2K -607 -1%
WAL
19
W Advisors LLC
Tennessee
$6.84M -$1.1M -9,749 -14%
SWM
20
SK Wealth Management
Rhode Island
$6.23M +$1.02M +9,069 +21%
BFA
21
Bluestem Financial Advisors
Illinois
$5.76M -$43.4K -386 -0.8%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.14M -$5.28K -47 -0.1%
ACA
23
Aptus Capital Advisors
Alabama
$4.97M +$3.15K +28 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$4.6M -$1.61M -14,286 -27%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.64M -$73.8M -657,016 -95%