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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
ATPW
51
Ashton Thomas Private Wealth
Arizona
$1.78M -$7.09K -59 -0.4%
VAF
52
Values Added Financial
District of Columbia
$1.76M -$361 -3 -0%
KWM
53
Keebeck Wealth Management
Illinois
$1.72M -$10.6K -88 -0.6%
OWM
54
Orgel Wealth Management
Wisconsin
$1.54M -$24.9K -207 -2%
CWS
55
Cypress Wealth Services
California
$1.54M +$16.5K +137 +1%
OO
56
Obsido Oy
$1.52M +$3.37K +28 +0.2%
MOS
57
MGO One Seven
Ohio
$1.44M +$396K +3,299 +35%
ACA
58
Affinity Capital Advisors
California
$1.38M +$184K +1,528 +14%
SFG
59
SNS Financial Group
Minnesota
$1.32M +$330K +2,742 +31%
CIA
60
Compass Ion Advisors
Pennsylvania
$1.1M +$12.7K +106 +1%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.07M -$47.2K -393 -4%
SFA
62
Sequoia Financial Advisors
Ohio
$967K
William Blair & Company
63
William Blair & Company
Illinois
$958K +$44.9K +374 +5%
FFA
64
Farther Finance Advisors
California
$953K -$47.8K -398 -5%
Stifel Financial
65
Stifel Financial
Missouri
$900K +$27.8K +231 +3%
CAG
66
Csenge Advisory Group
Florida
$885K -$24.9K -207 -3%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$872K
PWM
68
Perigon Wealth Management
California
$845K +$149K +1,240 +20%
FF
69
Friedenthal Financial
New Jersey
$827K
CWA
70
Crusonia Wealth Advisors
Colorado
$824K +$109K +905 +14%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$822K +$5.29K +44 +0.6%
SWP
72
Stratos Wealth Partners
Ohio
$815K -$44.9K -374 -5%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$751K +$350K +2,910 +75%
GF
74
GTS Financial
Minnesota
$711K +$892K +7,426 New
COCM
75
Charter Oak Capital Management
New Hampshire
$700K

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.