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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
RWA
101
Redhawk Wealth Advisors
Minnesota
$376K +$1.12K +11 +0.3%
NCM
102
Novare Capital Management
North Carolina
$372K -$20.9K -205 -5%
WBG
103
Wharton Business Group
Pennsylvania
$371K
CW
104
CreativeOne Wealth
Kansas
$349K +$8.27K +81 +2%
SM
105
Sweeney & Michel
California
$325K +$385K +3,771 New
AF
106
Apexium Financial
Texas
$321K +$1.53K +15 +0.5%
SB
107
Strategic Blueprint
Georgia
$317K -$102 -1 -0%
FG
108
Foster Group
Iowa
$315K +$5.61K +55 +2%
MFA
109
Mayflower Financial Advisors
Massachusetts
$309K -$60.3K -591 -15%
VW
110
Veridan Wealth
Oregon
$307K -$66.6K -653 -17%
LC
111
Landaas & Company
Wisconsin
$302K +$322K +3,154 New
RW
112
RVW Wealth
California
$298K +$318K +3,112 New
DT
113
Diversified Trust
Tennessee
$296K -$33.7K -330 -10%
Citigroup
114
Citigroup
New York
$290K +$1.74K +17 +0.6%
BAM
115
BOS Asset Management
Illinois
$275K
RW
116
Ridgeline Wealth
Arizona
$275K -$49.4K -484 -14%
MA
117
MKT Advisors
California
$273K
FCM
118
Firestone Capital Management
Florida
$269K -$11.4K -112 -4%
JWM
119
JGP Wealth Management
Oregon
$269K
BMD
120
Better Money Decisions
New Mexico
$269K +$816 +8 +0.3%
PA
121
Parallel Advisors
California
$265K
MML Investors Services
122
MML Investors Services
Massachusetts
$261K +$278K +2,724 New
HWM
123
Horizon Wealth Management
Illinois
$252K +$306 +3 +0.1%
AA
124
Armis Advisers
Georgia
$245K
MSA
125
Marino Stram & Associates
Massachusetts
$235K

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.