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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

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more capital invested

Capital invested by funds: $654M → $713M (+$58.9M)

5% more funds holding

Funds holding: 175184 (+9)

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
+9
Holders Change %
+5.14%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
21
Increased
50
Reduced
65
Closed
10
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 -$7.11M -59,478 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72M +$21.9M +182,906 +45%
JP Morgan Chase
4
JP Morgan Chase
New York
$53.8M -$279K -2,332 -0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$45.5M -$426K -3,564 -0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$31.3M +$1.14M +9,577 +4%
Creative Planning
7
Creative Planning
Kansas
$24.6M -$281K -2,349 -1%
AF
8
Allworth Financial
California
$23.2M -$637K -5,333 -3%
NPT
9
National Philanthropic Trust
Pennsylvania
$18.9M +$18.7M +156,176 New
EI
10
Ellevest Inc
New York
$18M +$619K +5,179 +4%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$12.1M +$2.57M +21,483 +27%
Bank of America
12
Bank of America
North Carolina
$11M +$3.77M +31,508 +53%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.1M +$253K +2,114 +3%
SA
14
Sanctuary Advisors
Indiana
$9.58M -$95.1K -796 -1%
OIA
15
OneDigital Investment Advisors
Kansas
$9.3M -$146K -1,223 -2%
RSWM
16
Robertson Stephens Wealth Management
California
$8.81M +$1.01M +8,474 +13%
OWA
17
One Wealth Advisors
California
$7.65M -$84.3K -705 -1%
WAL
18
W Advisors LLC
Tennessee
$6.91M -$179K -1,497 -3%
GM
19
GeoWealth Management
Illinois
$6.84M -$3.63M -30,355 -35%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.77M -$635K -5,312 -9%
SWM
21
SK Wealth Management
Rhode Island
$6.31M -$198K -1,657 -3%
BFA
22
Bluestem Financial Advisors
Illinois
$5.96M -$5.38K -45 -0.1%
IWC
23
Integrated Wealth Concepts
Massachusetts
$5.2M -$122K -1,022 -2%
ACA
24
Aptus Capital Advisors
Alabama
$5.14M -$9.2K -77 -0.2%
XFP
25
Xena Financial Planning
Oregon
$5.06M +$4.99M +41,724 New