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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
SFG
51
SNS Financial Group
Minnesota
$1.3M +$110K +1,100 +10%
OO
52
Obsido Oy
$1.26M +$33.1K +332 +3%
ACA
53
Affinity Capital Advisors
California
$1.15M -$28.8K -289 -3%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.05M -$55.6K -558 -5%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.04M
MOS
56
MGO One Seven
Ohio
$1.04M -$156K -1,563 -14%
Two Sigma Investments
57
Two Sigma Investments
New York
$1.03M +$947K +9,500 New
MLA
58
My Legacy Advisors
Oregon
$990K -$27K -271 -3%
MWG
59
Martin Worley Group
Utah
$947K
Stifel Financial
60
Stifel Financial
Missouri
$888K +$29.6K +297 +4%
AAS
61
Avantax Advisory Services
Texas
$886K +$26.8K +269 +3%
William Blair & Company
62
William Blair & Company
Illinois
$881K +$1.4K +14 +0.2%
FF
63
Friedenthal Financial
New Jersey
$854K -$639K -6,410 -45%
Citadel Advisors
64
Citadel Advisors
Florida
$853K +$48K +481 +7%
OCM
65
One Capital Management
California
$841K
SWP
66
Stratos Wealth Partners
Ohio
$833K -$27K -271 -3%
CAG
67
Csenge Advisory Group
Florida
$831K -$87.3K -876 -10%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$817K +$78.4K +786 +12%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$785K
ICM
70
IMS Capital Management
Oregon
$782K
PAS
71
Park Avenue Securities
New York
$762K +$17.6K +177 +3%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$744K +$235K +2,358 +52%
WIM
73
WealthPlan Investment Management
Nebraska
$702K +$646K +6,480 New
COCM
74
Charter Oak Capital Management
New Hampshire
$676K
SC
75
SouthState Corp
Florida
$667K +$23.2K +233 +4%

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.