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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
WA
76
Wealth Alliance
New York
$612K -$21.7K -213 -3%
COCM
77
Charter Oak Capital Management
New Hampshire
$598K
HWM
78
HB Wealth Management
Georgia
$584K +$306K +3,001 +97%
AWM
79
Aries Wealth Management
Maine
$573K
PWM
80
Perigon Wealth Management
California
$570K +$607K +5,947 New
SC
81
SouthState Corp
Florida
$567K +$604K +5,921 New
BFG
82
Beacon Financial Group
Texas
$556K -$7.25K -71 -1%
G
83
GenTrust
Florida
$544K
PAG
84
Private Advisor Group
New Jersey
$541K -$312K -3,058 -35%
CI Investments Inc
85
CI Investments Inc
Ontario, Canada
$519K +$5.1K +50 +0.9%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$469K +$4.69K +46 +0.9%
SIA
87
SkyView Investment Advisors
New Jersey
$467K +$8.37K +82 +2%
PI
88
PFG Investments
New York
$460K +$75.4K +739 +18%
EWA
89
EverSource Wealth Advisors
Alabama
$436K -$42.8K -419 -8%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$432K -$79.7K -781 -15%
IC
91
IEQ Capital
California
$431K +$204 +2 +0%
SVWG
92
Shared Vision Wealth Group
United States
$430K -$62K -608 -12%
FWP
93
Firethorn Wealth Partners
Georgia
$403K -$44K -431 -9%
FFA
94
Fragasso Financial Advisors
Pennsylvania
$403K +$40.3K +395 +10%
UAS
95
United Asset Strategies
New York
$403K -$6.33K -62 -1%
AM
96
AGF Management
Ontario, Canada
$402K -$30.6K -300 -7%
Mariner
97
Mariner
Kansas
$382K +$123K +1,209 +43%
Cerity Partners
98
Cerity Partners
New York
$381K
BW
99
Balance Wealth
Ohio
$378K +$402K +3,941 New
VFP
100
Vested Financial Planning
California
$378K -$125K -1,229 -24%

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.