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iShares ESG MSCI USA Leaders ETF

165 hedge funds and large institutions have $767M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $682M → $767M (+$85.1M)

5% more funds holding

Funds holding: 157165 (+8)

4.77% more ownership

Funds ownership: 77.06%81.83% (+4.8%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
165
Holders Change
+8
Holders Change %
+5.1%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
54
Reduced
56
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$179M
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$86.1M -$1.54M -15,475 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$74.6M -$877K -8,797 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$49.9M -$2.32M -23,318 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$42.1M -$3.19M -32,018 -8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$39.3M +$1.21M +12,088 +3%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$26.4M +$120K +1,205 +0.5%
Creative Planning
8
Creative Planning
Kansas
$23.6M -$736K -7,382 -3%
AF
9
Allworth Financial
California
$20.6M +$139K +1,393 +0.7%
EI
10
Ellevest Inc
New York
$13.8M +$840K +8,424 +7%
GM
11
GeoWealth Management
Illinois
$10.3M -$1.66M -16,627 -15%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.67M -$177K -1,773 -2%
SA
13
Sanctuary Advisors
Indiana
$8.65M -$382K -3,830 -5%
OIA
14
OneDigital Investment Advisors
Kansas
$8.47M -$884K -8,864 -10%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$8.38M +$7.71M +77,332 New
Principal Financial Group
16
Principal Financial Group
Iowa
$7.96M -$1.78M -17,825 -20%
WAL
17
W Advisors LLC
Tennessee
$7.39M -$206K -2,070 -3%
OWA
18
One Wealth Advisors
California
$7.04M -$515K -5,168 -7%
RSWM
19
Robertson Stephens Wealth Management
California
$6.9M -$144K -1,444 -2%
Bank of America
20
Bank of America
North Carolina
$6.47M -$466K -4,674 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.24M +$215K +2,156 +4%
Goldman Sachs
22
Goldman Sachs
New York
$5.81M +$1.92M +19,221 +56%
BFA
23
Bluestem Financial Advisors
Illinois
$5.37M -$240K -2,410 -5%
Raymond James Financial
24
Raymond James Financial
Florida
$5.08M +$3.46M +34,665 +284%
SWM
25
SK Wealth Management
Rhode Island
$4.78M +$95.8K +961 +2%

SUSL Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2025, worth a combined $767M — up 12% from $682M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SUSL positions and 4 closed out — a net gain of 10 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $7.71M. The largest seller was Fidelity Investments, cutting an estimated $3.19M.

  • 165 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2025, up from 157 in Q1 2025.
  • Funds reported $767M of iShares ESG MSCI USA Leaders ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 14 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2025 and 4 closed out, a net change of +10 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2025 was Pathstone Holdings, an estimated $7.71M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2025 was Fidelity Investments, an estimated $3.19M sold.

Based on aggregated 13F filings for Q2 2025.