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iShares ESG MSCI USA Leaders ETF
SUSL

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: 184 → 192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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
–

Top Buyers

1
TC
Trilogy Capital
California
+$9.38M
2
FTUS
Flow Traders U.S.
New York
+$7.9M
3
KWM
Kingsview Wealth Management
Oregon
+$7.52M
4
QCM
Quantinno Capital Management
New York
+$3.02M
5
IAA
Independent Advisor Alliance
North Carolina
+$2.67M

Top Sellers

1
NPT
National Philanthropic Trust
Pennsylvania
-$18.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.28M
4
Bank of America
Bank of America
North Carolina
-$3.41M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$4.74M -$136K -1,133 -3%
ACA
27
Aptus Capital Advisors
Alabama
$4.58M -$250K -2,077 -5%
LPL Financial
28
LPL Financial
California
$4.24M +$1.36M +11,303 +43%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.64M +$2.09M +17,382 +119%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.24M -$147K -1,225 -4%
BL
31
BFSG LLC
California
$3.23M – – –
QCM
32
Quantinno Capital Management
New York
$2.86M +$3.02M +25,165 New
Raymond James Financial
33
Raymond James Financial
Florida
$2.69M -$127K -1,056 -4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.66M -$43.4K -361 -2%
Wells Fargo
35
Wells Fargo
California
$2.54M -$139K -1,156 -5%
EH
36
Equitable Holdings
New York
$2.54M +$357K +2,969 +17%
IAA
37
Independent Advisor Alliance
North Carolina
$2.53M +$2.67M +22,256 New
GS
38
GTS Securities
New York
$2.52M +$2.67M +22,221 New
BCM
39
Brookstone Capital Management
Illinois
$2.46M +$107K +892 +4%
HWM
40
HB Wealth Management
Georgia
$2.16M +$249K +2,071 +12%
OFG
41
Omega Financial Group
California
$2.13M -$241K -2,003 -10%
KV
42
Kickstand Ventures
New York
$1.99M -$82.2K -684 -4%
CIAS
43
CFS Investment Advisory Services
New Jersey
$1.96M -$30.9K -257 -2%
WCFA
44
Walkner Condon Financial Advisors
Wisconsin
$1.93M +$14.7K +122 +0.7%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.88M +$43.9K +365 +2%
SWA
46
Sax Wealth Advisors
New Jersey
$1.87M – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1.86M – – –
MG
48
Mather Group
Illinois
$1.86M -$82K -682 -4%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.82M +$188K +1,563 +11%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.8M -$2.31M -19,210 -50%
1
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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.