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iShares ESG MSCI USA Leaders ETF

175 hedge funds and large institutions have $654M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 165175 (+10)

11.1% less ownership

Funds ownership: 81.83%70.73% (-11%)

14% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 56

15% less capital invested

Capital invested by funds: $767M → $654M (-$113M)

Holders
175
Holders Change
+10
Holders Change %
+6.06%
% of All Funds
2.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
48
Reduced
56
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
151
Clean Yield Group
Vermont
$53.3K +$51.1K +455 New
LFG
152
Larson Financial Group
Missouri
$43.6K -$11.3K -101 -21%
GIA
153
GHP Investment Advisors
Colorado
$37.5K
FNWA
154
Financial Network Wealth Advisors
Utah
$35.4K
HI
155
Harbour Investments
Wisconsin
$31.3K
CA
156
CoreCap Advisors
Michigan
$29.3K
AA
157
Ancora Advisors
Ohio
$29K
GRP
158
Global Retirement Partners
California
$25.5K +$112 +1 +0.5%
FRA
159
Front Row Advisors
California
$24.6K -$1.24K -11 -5%
NWMP
160
Noble Wealth Management PBC
Colorado
$21.1K +$20.2K +180 New
GWS
161
Glassman Wealth Services
Virginia
$20.1K
CFO
162
Capitol Family Office
Oregon
$19.2K
BlackRock
163
BlackRock
New York
$17.2K +$16.5K +147 New
NSG
164
Nalls Sherbakoff Group
Tennessee
$16.6K +$112 +1 +0.7%
HWA
165
HHM Wealth Advisors
Tennessee
$16K
GFA
166
Gladwyn Financial Advisors
Virginia
$15K
CTWM
167
Cherry Tree Wealth Management
Minnesota
$11.5K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$8.78K +$8.43K +75 New
MSFP
169
Mark Sheptoff Financial Planning
Connecticut
$8.78K +$8.43K +75 New
SWP
170
Strategic Wealth Partners
Ohio
$3.98K +$3.82K +34 New
AWM
171
Abound Wealth Management
Tennessee
$2.93K +$2.81K +25 New
FFL
172
Financial Freedom LLC
Ohio
$2.46K +$2.36K +21 New
UBS Group
173
UBS Group
Switzerland
$1.87K -$9.33K -83 -84%
BFO
174
Biltmore Family Office
North Carolina
$936
MCM
175
Manchester Capital Management
Vermont
$361

SUSL Hedge Fund Activity: Q3 2025 in Review

175 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2025, worth a combined $654M — down 15% from $767M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SUSL positions and 7 closed out — a net gain of 15 holders — while 48 added to existing stakes and 56 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.43M. The largest seller was Bank of Italy, cutting an estimated $86M.

  • 175 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2025, up from 165 in Q2 2025.
  • Funds reported $654M of iShares ESG MSCI USA Leaders ETF stock for Q3 2025, down 15% quarter-over-quarter.
  • 22 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2025 and 7 closed out, a net change of +15 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2025 was Fidelity Investments, an estimated $2.43M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2025 was Bank of Italy, an estimated $86M sold.

Based on aggregated 13F filings for Q3 2025.