We are live on ! Find out more
SUSL icon

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
NL
126
NWAM LLC
Washington
$233K -$67.2K -659 -21%
LPAM
127
Lodestar Private Asset Management
California
$222K +$612 +6 +0.3%
ECA
128
Elevation Capital Advisory
Oregon
$216K +$230K +2,250 New
MAMG
129
Milestone Asset Management Group
Connecticut
$215K +$204 +2 +0.1%
Jones Financial Companies
130
Jones Financial Companies
Missouri
$212K +$115K +1,129 +103%
IFWM
131
Institute for Wealth Management
Colorado
$211K
FPF
132
First Pacific Financial
Washington
$161K
CAM
133
Clarity Asset Management
Iowa
$141K +$22.1K +217 +17%
SS
134
Sunbelt Securities
Texas
$140K
EPW
135
Evergreen Private Wealth
Colorado
$136K -$3.98K -39 -3%
YAL
136
Your Advocates Ltd
Texas
$100K
US Bancorp
137
US Bancorp
Minnesota
$98.5K
NA
138
NewEdge Advisors
Louisiana
$94.9K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$69.7K +$3.77K +37 +5%
FNWA
140
Financial Network Wealth Advisors
Utah
$66.7K +$71K +696 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$66K +$41.7K +409 +144%
UBS Group
142
UBS Group
Switzerland
$60.8K -$194K -1,899 -75%
HI
143
Harbour Investments
Wisconsin
$51.2K
KFGG
144
Keystone Financial Group (Georgia)
Georgia
$51K
DIP
145
DT Investment Partners
Pennsylvania
$50.8K +$3.27K +32 +6%
GIA
146
GHP Investment Advisors
Colorado
$30.7K
LFG
147
Larson Financial Group
Missouri
$25.5K
CA
148
CoreCap Advisors
Michigan
$24K
AA
149
Ancora Advisors
Ohio
$23.8K -$11.2K -110 -31%
FRA
150
Front Row Advisors
California
$21.2K

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.