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
NL
126
NWAM LLC
Washington
$271K
MSA
127
Marino Stram & Associates
Massachusetts
$266K
Citigroup
128
Citigroup
New York
$255K -$67K -672 -22%
LPAM
129
Lodestar Private Asset Management
California
$252K +$598 +6 +0.3%
MAMG
130
Milestone Asset Management Group
Connecticut
$243K +$100 +1 +0%
IFWM
131
Institute for Wealth Management
Colorado
$238K
HGWM
132
Horst & Graben Wealth Management
Oregon
$233K +$215K +2,152 New
TWP
133
Triad Wealth Partners
Kansas
$222K +$204K +2,050 New
RCS
134
Retirement Capital Strategies
California
$207K -$857K -8,596 -82%
FPF
135
First Pacific Financial
Washington
$182K
CAM
136
Clarity Asset Management
Iowa
$160K +$100 +1 +0.1%
EPW
137
Evergreen Private Wealth
Colorado
$154K
SS
138
Sunbelt Securities
Texas
$151K
YAL
139
Your Advocates Ltd
Texas
$114K +$100 +1 +0.1%
US Bancorp
140
US Bancorp
Minnesota
$111K
NA
141
NewEdge Advisors
Louisiana
$107K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$107K +$25.6K +257 +35%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$92K +$15.6K +156 +22%
DIP
144
DT Investment Partners
Pennsylvania
$63.6K +$5.68K +57 +11%
AWM
145
Angeles Wealth Management
California
$61.4K +$56.5K +567 New
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$58K
LFG
147
Larson Financial Group
Missouri
$51.3K +$20.7K +208 +78%
FHA
148
First Horizon Advisors
Tennessee
$45.6K +$41.9K +420 New
GIA
149
GHP Investment Advisors
Colorado
$34.7K
FNWA
150
Financial Network Wealth Advisors
Utah
$32.7K -$39.3K -394 -57%

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.