I
iShares ESG MSCI USA Leaders
SUSL • NASDAQ
iShares ESG MSCI USA Leaders is an exchange-traded fund on NASDAQ. As of Q3 2025, 172 institutional investors hold shares in this ETF, with total holdings valued at $644.3M. Bank of Italy is the largest holder with a position valued at $103.9M.
Overview
Overview of institutional ownership in SUSL as of Q3 2025
All Institutions
- Institutions
- 172
- Value Held
- $644.3M
- Shares Held
- 5.5M
- Avg Position
- $3.7M
- Median Position
- $508.4K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $2.2M
- Shares Held
- 19.2K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in SUSL as of Q3 2025
| Institution | Position Value |
|---|---|
B Bank of Italy Institution | $103.9M 4.98% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $92.7M 0.15% of portfolio |
 JPMORGAN CHASE & CO Institution | $52.2M 0.00% of portfolio |
 FMR LLC Institution | $48.0M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $44.3M 0.01% of portfolio |
$28.8M 0.04% of portfolio | |
 Creative Planning RIA/Wealth | $24.0M 0.02% of portfolio |
 Hanson McClain, Inc. RIA/Wealth | $23.0M 0.10% of portfolio |
 Ellevest, Inc. RIA/Wealth | $16.8M 2.39% of portfolio |
 GeoWealth Management, LLC RIA/Wealth | $10.2M 0.37% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SUSL in Q3 2025
- Traded
- −$92.1M
- Buyers
- 69
- Sellers
- 62
- Total Bought
- +$22.2M
- Total Sold
- −$114.2M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.6M +-657.0K shares |
FMR LLC Institution | +$2.5M +21.7K shares |
R ROYAL BANK OF CANADA Institution | +$1.9M +16.3K shares |
Ellevest, Inc. RIA/Wealth | +$1.8M +15.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.1M +9.6K shares |
 SK Wealth Management, LLC RIA/Wealth | +$1.1M +9.1K shares |
 Sequoia Financial Advisors, LLC RIA/Wealth | +$1.0M +8.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$998.5K +8.5K shares |
H HB Wealth Management, LLC Institution | +$977.4K +8.4K shares |
Hanson McClain, Inc. RIA/Wealth | +$837.8K +7.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B Bank of Italy Institution | −$89.6M −765.4K shares |
 PRINCIPAL FINANCIAL GROUP INC Institution | −$8.0M −73.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.5M −21.0K shares |
 Duncan Williams Asset Management, LLC RIA/Wealth | −$2.1M −19.4K shares |
JPMORGAN CHASE & CO Institution | −$1.7M −14.5K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.7M −14.3K shares |
Creative Planning RIA/Wealth | −$1.5M −13.1K shares |
W W ADVISORS, LLC RIA/Wealth | −$1.1M −9.7K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.0M −9.5K shares |
GeoWealth Management, LLC RIA/Wealth | −$927.8K −7.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SUSL in Q3 2025
- New Positions
- 11
- New Value
- $2.2M
- Exited Positions
- 8
- Exited Value
- $13.0M
New Positions
| Institution | Position Value |
|---|---|
Sequoia Financial Advisors, LLC RIA/Wealth | $1.0M 8.7K shares |
 Atomi Financial Group, Inc. RIA/Wealth | $500.7K 4.3K shares |
 AE Wealth Management LLC RIA/Wealth | $181.5K 1.6K shares |
 Glassy Mountain Advisors, Inc. RIA/Wealth | $167.4K 1.4K shares |
R Root Financial Partners, LLC RIA/Wealth | $154.3K 1.3K shares |
 Family Capital Trust Co RIA/Wealth | $140.4K 1.2K shares |
C Clean Yield Group Institution | $53.3K 455.0 shares |
 FIFTH THIRD BANCORP Institution | $8.8K 75.0 shares |
 MARK SHEPTOFF FINANCIAL PLANNING, LLC RIA/Wealth | $8.8K 75.0 shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | $4.0K 34.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
PRINCIPAL FINANCIAL GROUP INC Institution | $8.0M 73.5K shares |
Duncan Williams Asset Management, LLC RIA/Wealth | $2.1M 19.4K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.0M 9.5K shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $666.8K 6.2K shares |
W Wealth Alliance Institution | $523.5K 4.8K shares |
 Marshall Wace LLP Institution | $334.2K 3.1K shares |
 Armis Advisers, LLC RIA/Wealth | $276.8K 2.6K shares |
 ANGELES WEALTH MANAGEMENT, LLC RIA/Wealth | $61.4K 567.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SUSL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SUSL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
B Bank of Italy Institution | 4.98% $103.9M |
W W ADVISORS, LLC RIA/Wealth | 3.62% $6.8M |
Ellevest, Inc. RIA/Wealth | 2.39% $16.8M |
SK Wealth Management, LLC RIA/Wealth | 2.38% $6.2M |
 BLUESTEM FINANCIAL ADVISORS, LLC RIA/Wealth | 2.25% $5.8M |
O Obsido Oy Institution | 0.96% $1.4M |
 One Wealth Advisors, LLC RIA/Wealth | 0.95% $7.5M |
 Omega Financial Group, LLC RIA/Wealth | 0.86% $2.6M |
 Values Added Financial LLC RIA/Wealth | 0.81% $1.8M |
 Bond & Devick Financial Network, Inc. RIA/Wealth | 0.53% $1.8M |
Hedge Fund Spotlight
Discover hedge funds investing in SUSL
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares ESG MSCI USA Leaders
- Market Value
- $1.9M
- Shares Held
- 16.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
