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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
BW
101
Balance Wealth
Ohio
$406K -$19.3K -194 -5%
AM
102
AGF Management
Ontario, Canada
$390K -$59.8K -600 -14%
CI Investments Inc
103
CI Investments Inc
Ontario, Canada
$381K -$189K -1,900 -35%
FG
104
Foster Group
Iowa
$379K +$21K +211 +6%
Morgan Stanley
105
Morgan Stanley
New York
$366K -$1.9M -19,021 -85%
CW
106
CreativeOne Wealth
Kansas
$358K -$33.7K -338 -9%
MFA
107
Mayflower Financial Advisors
Massachusetts
$349K
LC
108
Landaas & Company
Wisconsin
$342K
MA
109
MKT Advisors
California
$338K
Marshall Wace
110
Marshall Wace
United Kingdom
$334K +$307K +3,084 New
SB
111
Strategic Blueprint
Georgia
$332K -$23.9K -240 -7%
IA
112
IFP Advisors
Florida
$316K +$291K +2,916 New
BAM
113
BOS Asset Management
Illinois
$311K
MML Investors Services
114
MML Investors Services
Massachusetts
$310K +$13.5K +135 +5%
Cerity Partners
115
Cerity Partners
New York
$308K -$113K -1,129 -28%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$308K +$62.7K +629 +28%
FCM
117
Firestone Capital Management
Florida
$305K +$399 +4 +0.1%
JWM
118
JGP Wealth Management
Oregon
$305K +$498 +5 +0.2%
BMD
119
Better Money Decisions
New Mexico
$305K +$698 +7 +0.2%
AQR Capital Management
120
AQR Capital Management
Connecticut
$300K +$276K +2,771 New
PA
121
Parallel Advisors
California
$299K
HWM
122
Horizon Wealth Management
Illinois
$289K +$3.39K +34 +1%
DT
123
Diversified Trust
Tennessee
$277K -$52.2K -524 -17%
RW
124
Ridgeline Wealth
Arizona
$277K -$30.5K -306 -11%
AA
125
Armis Advisers
Georgia
$277K

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.