SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

181 hedge funds and large institutions have $691M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 9 closing their positions.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

3.73% less ownership

Funds ownership: 70.73% → 67% (-3.7%)

26% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 66

Holders
181
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$21.9M
2
+$3.77M
3
+$2.57M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.14M
5
RSWM
Robertson Stephens Wealth Management
California
+$1.01M

Top Sellers

1
-$7.11M
2
-$4.6M
3
-$3.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.97M
5
SWA
Sax Wealth Advisors
New Jersey
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
26
BFSG LLC
California
$3.44M
LPL Financial
27
LPL Financial
California
$3.16M
Raymond James Financial
28
Raymond James Financial
Florida
$3M
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.89M
Wells Fargo
30
Wells Fargo
California
$2.85M
OFG
31
Omega Financial Group
California
$2.52M
BCM
32
Brookstone Capital Management
Illinois
$2.52M
Corient Private Wealth
33
Corient Private Wealth
Florida
$2.32M
KV
34
Kickstand Ventures
New York
$2.2M
EH
35
Equitable Holdings
New York
$2.18M
WANY
36
Wealthspire Advisors (New York)
New York
$2.08M
MG
37
Mather Group
Illinois
$2.07M
HWM
38
HB Wealth Management
Georgia
$2.06M
WCFA
39
Walkner Condon Financial Advisors
Wisconsin
$2.05M
SPIA
40
Steward Partners Investment Advisory
New York
$1.99M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.97M
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.94M
ATPW
43
Ashton Thomas Private Wealth
Arizona
$1.9M
VAF
44
Values Added Financial
District of Columbia
$1.88M
SWA
45
Sax Wealth Advisors
New Jersey
$1.87M
KWM
46
Keebeck Wealth Management
Illinois
$1.85M
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.78M
BDFN
48
Bond & Devick Financial Network
Minnesota
$1.76M
OWM
49
Orgel Wealth Management
Wisconsin
$1.67M
CWS
50
Cypress Wealth Services
California
$1.62M
1
2
3 4 5