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iShares ESG MSCI USA Leaders ETF
SUSL

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: 184 → 192 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (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
–

Top Buyers

1
TC
Trilogy Capital
California
+$9.38M
2
FTUS
Flow Traders U.S.
New York
+$7.9M
3
KWM
Kingsview Wealth Management
Oregon
+$7.52M
4
QCM
Quantinno Capital Management
New York
+$3.02M
5
IAA
Independent Advisor Alliance
North Carolina
+$2.67M

Top Sellers

1
NPT
National Philanthropic Trust
Pennsylvania
-$18.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.6M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$6.28M
4
Bank of America
Bank of America
North Carolina
-$3.41M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
201
Turning Point Benefit Group
Maryland
– -$46.6K -384 Closed
FNWA
202
Financial Network Wealth Advisors
Utah
– -$36.6K -302 Closed
NL
203
Navalign LLC
California
– -$32.6K -269 Closed
Bessemer Group
204
Bessemer Group
New Jersey
– -$12K -97 Closed
IIM
205
IFC & Insurance Marketing
California
– -$4K -32 Closed
5 6 7 8
9

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.