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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
BOI
1
Bank of Italy
Italy
$158M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$77.6M -$4.39M -43,023 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$66.8M -$12.1M -118,787 -15%
JP Morgan Chase
4
JP Morgan Chase
New York
$46.4M -$5.49M -53,818 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.3M +$2.86M +27,990 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$33.6M +$189K +1,857 +0.5%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$23M +$604K +5,917 +3%
Creative Planning
8
Creative Planning
Kansas
$21.6M +$1.39M +13,589 +6%
AF
9
Allworth Financial
California
$17.7M +$177K +1,733 +0.9%
EI
10
Ellevest Inc
New York
$11.4M +$874K +8,565 +8%
GM
11
GeoWealth Management
Illinois
$10.7M -$2.42M -23,758 -18%
Principal Financial Group
12
Principal Financial Group
Iowa
$8.75M -$2.01M -19,736 -18%
OIA
13
OneDigital Investment Advisors
Kansas
$8.34M +$298K +2,919 +3%
SA
14
Sanctuary Advisors
Indiana
$8.01M -$343K -3,359 -4%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.84M +$1.04M +10,201 +14%
WAL
16
W Advisors LLC
Tennessee
$6.73M
OWA
17
One Wealth Advisors
California
$6.72M -$1.21M -11,888 -14%
RSWM
18
Robertson Stephens Wealth Management
California
$6.24M +$516K +5,055 +8%
Bank of America
19
Bank of America
North Carolina
$6.17M -$425K -4,168 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.31M -$114K -1,119 -2%
BFA
21
Bluestem Financial Advisors
Illinois
$4.98M +$12.9K +126 +0.2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.19M -$153K -1,499 -3%
ACA
23
Aptus Capital Advisors
Alabama
$4.07M -$103K -1,006 -2%
SWM
24
SK Wealth Management
Rhode Island
$3.8M +$68K +666 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.41M +$1.35M +13,248 +59%

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.