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iShares ESG MSCI USA Leaders ETF

165 hedge funds and large institutions have $767M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $682M → $767M (+$85.1M)

5% more funds holding

Funds holding: 157165 (+8)

4.77% more ownership

Funds ownership: 77.06%81.83% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
165
Holders Change
+8
Holders Change %
+5.1%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
54
Reduced
56
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$4.76M +$22.9K +230 +0.5%
ACA
27
Aptus Capital Advisors
Alabama
$4.6M -$5.98K -60 -0.1%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.41M -$413K -4,146 -12%
BL
29
BFSG LLC
California
$3.08M +$997 +10 +0%
SWA
30
Sax Wealth Advisors
New Jersey
$2.7M -$111K -1,118 -4%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.56M +$45.6K +457 +2%
LPL Financial
32
LPL Financial
California
$2.51M +$118K +1,184 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$2.44M -$17.8K -179 -0.8%
Wells Fargo
34
Wells Fargo
California
$2.44M +$248K +2,492 +12%
OFG
35
Omega Financial Group
California
$2.42M +$11.2K +112 +0.5%
KV
36
Kickstand Ventures
New York
$2.1M -$153K -1,532 -7%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$2.08M -$25.6K -257 -1%
BCM
38
Brookstone Capital Management
Illinois
$1.98M -$132K -1,328 -7%
MG
39
Mather Group
Illinois
$1.87M +$83.4K +837 +5%
EH
40
Equitable Holdings
New York
$1.79M
SPIA
41
Steward Partners Investment Advisory
New York
$1.78M
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.75M +$11.8K +118 +0.7%
ATPW
43
Ashton Thomas Private Wealth
Arizona
$1.71M -$598 -6 -0%
VAF
44
Values Added Financial
District of Columbia
$1.68M
KWM
45
Keebeck Wealth Management
Illinois
$1.65M -$15.7K -157 -1%
FFA
46
Farther Finance Advisors
California
$1.51M -$122K -1,222 -8%
OWM
47
Orgel Wealth Management
Wisconsin
$1.49M +$51.2K +514 +4%
CWS
48
Cypress Wealth Services
California
$1.47M -$1.59K -16 -0.1%
BDFN
49
Bond & Devick Financial Network
Minnesota
$1.43M +$67.7K +679 +5%
WANY
50
Wealthspire Advisors (New York)
New York
$1.3M +$1.5K +15 +0.1%

SUSL Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2025, worth a combined $767M — up 12% from $682M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SUSL positions and 4 closed out — a net gain of 10 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $7.71M. The largest seller was Fidelity Investments, cutting an estimated $3.19M.

  • 165 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2025, up from 157 in Q1 2025.
  • Funds reported $767M of iShares ESG MSCI USA Leaders ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 14 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2025 and 4 closed out, a net change of +10 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2025 was Pathstone Holdings, an estimated $7.71M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2025 was Fidelity Investments, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2025.