We are live on ! Find out more
SUSL icon

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
HWM
76
HB Wealth Management
Georgia
$656K -$4.19K -42 -0.7%
AWM
77
Aries Wealth Management
Maine
$648K
PAG
78
Private Advisor Group
New Jersey
$634K +$20.1K +202 +4%
G
79
GenTrust
Florida
$615K
RW
80
RVW Wealth
California
$610K +$251K +2,520 +81%
PWM
81
Perigon Wealth Management
California
$609K -$32.4K -325 -5%
BFG
82
Beacon Financial Group
Texas
$590K -$36.2K -363 -6%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$530K
WA
84
Wealth Alliance
New York
$524K -$155K -1,556 -24%
PI
85
PFG Investments
New York
$521K +$797 +8 +0.2%
SIA
86
SkyView Investment Advisors
New Jersey
$514K -$11K -110 -2%
RZH
87
Relyea Zuckerberg Hanson
Connecticut
$511K +$470K +4,719 New
FFA
88
Fragasso Financial Advisors
Pennsylvania
$501K +$41K +411 +10%
SVWG
89
Shared Vision Wealth Group
United States
$499K -$1.1K -11 -0.2%
AF
90
Apexium Financial
Texas
$489K +$116K +1,163 +35%
IC
91
IEQ Capital
California
$488K +$199 +2 +0%
EWA
92
EverSource Wealth Advisors
Alabama
$482K -$10.6K -106 -2%
UAS
93
United Asset Strategies
New York
$474K +$17.5K +176 +4%
Mariner
94
Mariner
Kansas
$459K +$24.7K +248 +6%
RWA
95
Redhawk Wealth Advisors
Minnesota
$456K +$28.4K +285 +7%
FWP
96
Firethorn Wealth Partners
Georgia
$455K -$797 -8 -0.2%
VFP
97
Vested Financial Planning
California
$427K
SM
98
Sweeney & Michel
California
$421K +$8.17K +82 +2%
NCM
99
Novare Capital Management
North Carolina
$421K
WBG
100
Wharton Business Group
Pennsylvania
$420K

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.