Who Owns SUSL?
iShares ESG MSCI USA Leaders ETF — Institutional Ownership & 13F Holdings
$125.81
-0.46 (-0.36%)
Market Cap
$1.0B
Shares Outstanding
7,844,715
Institutional Holders
155
Total Inst. Value
$541.0M
% of Float Held
—
QoQ Holder Change
+45
Institutional data as of Q1 2025
New Positions
31
Closed Positions
15
Increased
44
Decreased
49
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bank of ItalyNew | $158.4M | 1,653,185 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $77.6M | 810,133 |
| 3 | JPMORGAN CHASE & CO | $46.4M | 483,961 |
| 4 | FMR LLC | $40.3M | 420,812 |
| 5 | ROYAL BANK OF CANADA | $33.6M | 350,504 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.0M | 240,183 |
| 7 | Ellevest, Inc. | $11.4M | 119,336 |
| 8 | GeoWealth Management, LLC | $10.7M | 111,348 |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $8.7M | 91,294 |
| 10 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.8M | 81,786 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bank of ItalyNew | +1.7M | $158.4M |
| FMR LLC | +28K | $40.3M |
| ROYAL BANK OF CANADA | +2K | $33.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +9K | $23.0M |
| Ellevest, Inc. | +9K | $11.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -119K | $67K |
| JPMORGAN CHASE & CO | -54K | $46.4M |
| MERCER GLOBAL ADVISORS INC /ADV | -43K | $77.6M |
| GeoWealth Management, LLC | -24K | $10.7M |
| PRINCIPAL FINANCIAL GROUP INC | -20K | $8.7M |
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Frequently Asked Questions
How many institutional investors hold SUSL?
As of Q1 2025, 155 institutional investors report holding SUSL (iShares ESG MSCI USA Leaders ETF) in their 13F filings.
Which hedge fund owns the most SUSL?
The largest institutional holder of SUSL is Bank of Italy with $158.4M in shares.
Are institutions buying or selling SUSL?
This quarter, 31 institutions opened new positions in SUSL and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.