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iShares ESG MSCI USA Leaders ETF
SUSL

157 hedge funds and large institutions have $682M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.48% more ownership

Funds ownership: 76.58% → 77.06% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less funds holding

Funds holding: 158 → 157 (-1)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

10% less capital invested

Capital invested by funds: $759M → $682M (-$76.4M)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
52
Reduced
55
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.86M
2
Morgan Stanley
Morgan Stanley
New York
+$2.05M
3
FTUS
Flow Traders U.S.
New York
+$1.59M
4
Creative Planning
Creative Planning
Kansas
+$1.39M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.49M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.39M
4
IAA
Independent Advisor Alliance
North Carolina
-$2.8M
5
GM
GeoWealth Management
Illinois
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.3M -$628K -6,150 -15%
BL
27
BFSG LLC
California
$2.72M +$1.22K +12 +0%
SWA
28
Sax Wealth Advisors
New Jersey
$2.5M -$218K -2,133 -8%
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.22M -$186K -1,822 -7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$205K +2,011 +10%
Morgan Stanley
31
Morgan Stanley
New York
$2.15M +$2.05M +20,088 +871%
OFG
32
Omega Financial Group
California
$2.13M +$178K +1,747 +9%
LPL Financial
33
LPL Financial
California
$2.11M -$157K -1,539 -7%
KV
34
Kickstand Ventures
New York
$2M +$183K +1,790 +9%
Wells Fargo
35
Wells Fargo
California
$1.92M +$826K +8,096 +68%
BCM
36
Brookstone Capital Management
Illinois
$1.88M -$297K -2,906 -13%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$1.87M +$159K +1,555 +9%
EH
38
Equitable Holdings
New York
$1.59M – – –
MG
39
Mather Group
Illinois
$1.57M -$86.3K -846 -5%
SPIA
40
Steward Partners Investment Advisory
New York
$1.57M – – –
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.54M -$110K -1,076 -6%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$1.51M -$10.1K -99 -0.6%
FTUS
43
Flow Traders U.S.
New York
$1.49M +$1.59M +15,568 New
VAF
44
Values Added Financial
District of Columbia
$1.49M +$40.5K +397 +3%
KWM
45
Keebeck Wealth Management
Illinois
$1.48M -$474K -4,646 -23%
FFA
46
Farther Finance Advisors
California
$1.46M -$115K -1,129 -7%
FF
47
Friedenthal Financial
New Jersey
$1.37M – – –
CWS
48
Cypress Wealth Services
California
$1.3M -$189K -1,848 -12%
OWM
49
Orgel Wealth Management
Wisconsin
$1.27M +$172K +1,686 +15%
BDFN
50
Bond & Devick Financial Network
Minnesota
$1.2M +$288K +2,822 +29%
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SUSL Hedge Fund Activity: Q1 2025 in Review

157 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2025, worth a combined $682M — down 10% from $759M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUSL positions and 12 closed out — a net gain of 1 holder — while 52 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.86M. The largest seller was Envestnet Asset Management, cutting an estimated $12.1M.

  • 157 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2025, down from 158 in Q4 2024.
  • Funds reported $682M of iShares ESG MSCI USA Leaders ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 13 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2025 was Fidelity Investments, an estimated $2.86M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2025.