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iShares ESG MSCI USA Leaders ETF

184 hedge funds and large institutions have $713M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 10 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:

1.6% less ownership

Funds ownership: 70.73%69.13% (-1.6%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
184
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
BOI
1
Bank of Italy
Italy
$108M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$88.8M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72M
JP Morgan Chase
4
JP Morgan Chase
New York
$53.8M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$31.3M
Creative Planning
7
Creative Planning
Kansas
$24.6M
AF
8
Allworth Financial
California
$23.2M
NPT
9
National Philanthropic Trust
Pennsylvania
$18.9M
EI
10
Ellevest Inc
New York
$18M
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$12.1M
Bank of America
12
Bank of America
North Carolina
$11M
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.1M
SA
14
Sanctuary Advisors
Indiana
$9.58M
OIA
15
OneDigital Investment Advisors
Kansas
$9.3M
RSWM
16
Robertson Stephens Wealth Management
California
$8.81M
OWA
17
One Wealth Advisors
California
$7.65M
WAL
18
W Advisors LLC
Tennessee
$6.91M
GM
19
GeoWealth Management
Illinois
$6.84M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.77M
SWM
21
SK Wealth Management
Rhode Island
$6.31M
BFA
22
Bluestem Financial Advisors
Illinois
$5.96M
IWC
23
Integrated Wealth Concepts
Massachusetts
$5.2M
ACA
24
Aptus Capital Advisors
Alabama
$5.14M
XFP
25
Xena Financial Planning
Oregon
$5.06M