We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

192 hedge funds and large institutions have $660M invested in iShares ESG MSCI USA Leaders ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

4% more funds holding

Funds holding: 184192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 57

1.1% less ownership

Funds ownership: 69.13%68.03% (-1.1%)

8% less capital invested

Capital invested by funds: $713M → $660M (-$53.5M)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
54
Reduced
57
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
151
Kingswood Wealth Advisors
California
$212K
TRCT
152
Tower Research Capital (TRC)
New York
$207K +$218K +1,818 New
WETS
153
Wealth Enhancement Trust Services
South Dakota
$206K
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$204K
WA
155
Wealth Alliance
New York
$202K
SS
156
Sunbelt Securities
Texas
$194K
FPF
157
First Pacific Financial
Washington
$192K +$481 +4 +0.2%
ASN
158
Advisory Services Network
Georgia
$169K +$179K +1,489 New
GMA
159
Glassy Mountain Advisors
Maryland
$163K +$481 +4 +0.3%
YAL
160
Your Advocates Ltd
Texas
$161K +$106K +885 +166%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$141K
FCT
162
Family Capital Trust
Massachusetts
$136K
KFGG
163
Keystone Financial Group (Georgia)
Georgia
$120K
US Bancorp
164
US Bancorp
Minnesota
$117K
AWM
165
AE Wealth Management
Kansas
$97.7K
LFG
166
Larson Financial Group
Missouri
$93.5K -$45.8K -381 -32%
DIP
167
DT Investment Partners
Pennsylvania
$72.7K
VAI
168
Vanguard Advisers Inc
Pennsylvania
$64.1K +$67.8K +564 New
HFS
169
Hantz Financial Services
Michigan
$52K
CFSG
170
Community Financial Services Group
Vermont
$50.9K +$53.4K +444 New
MCRM
171
Midway Capital Research & Management
Illinois
$45.4K +$48.1K +400 New
TCM
172
Triumph Capital Management
Colorado
$40.9K
GIA
173
GHP Investment Advisors
Colorado
$36.4K
UBS Group
174
UBS Group
Switzerland
$34K +$32K +266 +806%
HI
175
Harbour Investments
Wisconsin
$30.3K

SUSL Hedge Fund Activity: Q1 2026 in Review

192 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2026, worth a combined $660M — down 7.5% from $713M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSL positions and 12 closed out — a net gain of 10 holders — while 54 added to existing stakes and 57 trimmed.

The largest buyer was Trilogy Capital, opening a new position worth an estimated $9.38M. The largest seller was National Philanthropic Trust, exiting entirely with an estimated $18.9M sold.

  • 192 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2026, up from 184 in Q4 2025.
  • Funds reported $660M of iShares ESG MSCI USA Leaders ETF stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 22 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2026 and 12 closed out, a net change of +10 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2026 was Trilogy Capital, an estimated $9.38M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2026 was National Philanthropic Trust, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2026.