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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
NWMP
151
Noble Wealth Management PBC
Colorado
$17.2K
GWS
152
Glassman Wealth Services
Virginia
$16.5K
CFO
153
Capitol Family Office
Oregon
$15.7K +$16.7K +164 New
NSG
154
Nalls Sherbakoff Group
Tennessee
$13.5K +$14.4K +141 New
HWA
155
HHM Wealth Advisors
Tennessee
$13.1K
CTWM
156
Cherry Tree Wealth Management
Minnesota
$9.39K
MCM
157
Manchester Capital Management
Vermont
$294
IAA
158
Independent Advisor Alliance
North Carolina
-$2.8M -27,208 Closed
TC
159
TownSquare Capital
Utah
-$882K -8,562 Closed
Pictet Asset Management
160
Pictet Asset Management
Switzerland
-$741K -7,190 Closed
SWA
161
Stratos Wealth Advisors
Ohio
-$464K -4,500 Closed
HI
162
Humankind Investments
New York
-$424K -4,105 Closed
KWA
163
Kingswood Wealth Advisors
California
-$398K -3,858 Closed
RIA
164
Regal Investment Advisors
Michigan
-$316K -3,064 Closed
DAS
165
Dynamic Advisor Solutions
Arizona
-$305K -2,956 Closed
HFA
166
High Falls Advisors
New York
-$222K -2,151 Closed
ASN
167
Advisory Services Network
Georgia
-$219K -2,127 Closed
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
-$211K -2,050 Closed
TWP
169
Triad Wealth Partners
Kansas
-$211K -2,050 Closed

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.