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iShares ESG MSCI USA Leaders ETF

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: 44 (0)

1% less funds holding

Funds holding: 158157 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$1.17M -$161K -1,579 -11%
WANY
52
Wealthspire Advisors (New York)
New York
$1.15M +$1.63K +16 +0.1%
ZF
53
Zhang Financial
Michigan
$1.09M -$9.59K -94 -0.8%
OO
54
Obsido Oy
$1.08M +$38.5K +377 +3%
MOS
55
MGO One Seven
Ohio
$1.07M +$290K +2,842 +34%
SFG
56
SNS Financial Group
Minnesota
$1.05M -$12.1K -119 -1%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$1.04M -$64.9K -636 -6%
RCS
58
Retirement Capital Strategies
California
$1.01M -$847K -8,300 -44%
ACA
59
Affinity Capital Advisors
California
$1M +$386K +3,780 +53%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$985K -$1.96M -19,194 -65%
CIA
61
Compass Ion Advisors
Pennsylvania
$920K
MLA
62
My Legacy Advisors
Oregon
$891K -$66.3K -650 -7%
TRCT
63
Tower Research Capital (TRC)
New York
$856K +$911K +8,932 New
MWG
64
Martin Worley Group
Utah
$838K
CAG
65
Csenge Advisory Group
Florida
$810K -$73.6K -721 -7%
William Blair & Company
66
William Blair & Company
Illinois
$778K +$1.43K +14 +0.2%
SWP
67
Stratos Wealth Partners
Ohio
$762K -$119K -1,163 -13%
AAS
68
Avantax Advisory Services
Texas
$758K
Stifel Financial
69
Stifel Financial
Missouri
$757K -$1.63K -16 -0.2%
OCM
70
One Capital Management
California
$743K -$137K -1,339 -15%
Citadel Advisors
71
Citadel Advisors
Florida
$708K -$164K -1,609 -18%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$694K +$192K +1,885 +35%
ICM
73
IMS Capital Management
Oregon
$691K
PAS
74
Park Avenue Securities
New York
$657K +$612 +6 +0.1%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$647K +$122K +1,193 +21%

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.