We are live on ! Find out more
SUSL icon

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: 184 β†’ 192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 β†’ 5 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13% β†’ 68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M β†’ $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
AWM
76
Aries Wealth Management
Maine
$687K +$9.01K +75 +1%
WIM
77
WealthPlan Investment Management
Nebraska
$654K -$62.7K -522 -8%
RW
78
RVW Wealth
California
$650K – – –
PAG
79
Private Advisor Group
New Jersey
$649K -$2.76K -23 -0.4%
PAS
80
Park Avenue Securities
New York
$636K +$11.7K +97 +2%
PI
81
PFG Investments
New York
$632K +$106K +881 +19%
BFG
82
Beacon Financial Group
Texas
$618K – – –
WANY
83
Wealthspire Advisors (New York)
New York
$601K -$1.42M -11,843 -69%
MFG
84
Merit Financial Group
Georgia
$594K +$116K +967 +23%
FFA
85
Fragasso Financial Advisors
Pennsylvania
$574K -$4.33K -36 -0.7%
JWM
86
JGP Wealth Management
Oregon
$542K -$5.65K -47 -1%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$540K +$1.56K +13 +0.3%
PWC
88
Pathfinder Wealth Consulting
North Carolina
$533K – – –
SP
89
SmartHarvest Portfolios
Washington
$529K – – –
EWA
90
EverSource Wealth Advisors
Alabama
$515K -$39.9K -332 -7%
UCFA
91
United Capital Financial Advisors
Texas
$513K +$120 +1 +0%
IC
92
IEQ Capital
California
$512K +$361 +3 +0.1%
SVWG
93
Shared Vision Wealth Group
United States
$509K – – –
AFG
94
Atomi Financial Group
New York
$472K -$6.25K -52 -1%
FWP
95
Firethorn Wealth Partners
Georgia
$470K +$120 +1 +0%
SIA
96
SkyView Investment Advisors
New Jersey
$468K -$17.2K -143 -3%
CI Investments Inc
97
CI Investments Inc
Ontario, Canada
$468K +$60.1K +500 +14%
AM
98
AGF Management
Ontario, Canada
$454K – – –
BlackRock
99
BlackRock
New York
$454K +$285K +2,369 +145%
MWA
100
Madson Wealth Advisors
California
$431K +$456K +3,792 New

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 β€” down 7.5% from $713M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSL positions and 12 closed out β€” a net gain of 10 holders β€” 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.