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iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$101M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$80.3M -$3.08M -25,651 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$51.7M -$16.6M -138,097 -23%
JP Morgan Chase
4
JP Morgan Chase
New York
$48.8M -$99.4K -827 -0.2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$42.8M +$171K +1,425 +0.4%
Creative Planning
6
Creative Planning
Kansas
$23.3M +$340K +2,832 +1%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$23.2M -$6.28M -52,278 -21%
AF
8
Allworth Financial
California
$21.7M -$91.5K -761 -0.4%
EI
9
Ellevest Inc
New York
$17.7M +$907K +7,545 +5%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$13M +$1.77M +14,741 +15%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.35M -$93.4K -777 -0.9%
RSWM
12
Robertson Stephens Wealth Management
California
$9.1M +$895K +7,443 +10%
SA
13
Sanctuary Advisors
Indiana
$9.05M +$76.3K +635 +0.8%
TC
14
Trilogy Capital
California
$8.87M +$9.38M +78,073 New
OIA
15
OneDigital Investment Advisors
Kansas
$8.78M +$64.1K +533 +0.7%
FTUS
16
Flow Traders U.S.
New York
$7.47M +$7.9M +65,760 New
KWM
17
Kingsview Wealth Management
Oregon
$7.1M +$7.52M +62,541 New
Bank of America
18
Bank of America
North Carolina
$7.07M -$3.41M -28,376 -31%
OWA
19
One Wealth Advisors
California
$7.02M -$159K -1,320 -2%
XFP
20
Xena Financial Planning
Oregon
$6.8M +$2.18M +18,154 +44%
WAL
21
W Advisors LLC
Tennessee
$6.05M -$438K -3,648 -6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.91M -$456K -3,791 -7%
SWM
23
SK Wealth Management
Rhode Island
$5.85M -$39.4K -328 -0.6%
GM
24
GeoWealth Management
Illinois
$5.8M -$648K -5,392 -10%
BFA
25
Bluestem Financial Advisors
Illinois
$5.6M +$16.6K +138 +0.3%

SUSL Hedge Fund Activity: Q1 2026 in Review

192 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2026, worth a combined $660M — down 7.5% from $713M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSL positions and 12 closed out — a net gain of 10 holders — while 54 added to existing stakes and 57 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $9.38M. The largest seller was National Philanthropic Trust, exiting entirely with an estimated $18.9M sold.

  • 192 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2026, up from 184 in Q4 2025.
  • Funds reported $660M of iShares ESG MSCI USA Leaders ETF stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 22 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2026 and 12 closed out, a net change of +10 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2026 was Trilogy Capital, an estimated $9.38M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2026 was National Philanthropic Trust, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2026.