ISHARES ESG MSCI USA LEADERS (SUSL) Institutional Ownership Changes & 13F Activity

ISHARES ESG MSCI USA LEADERS (SUSL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsBuy2098,723$1,158,066
Q4 2025Sequoia Financial AdvisorsSell-1808,514$1,032,461
Q3 2025Sequoia Financial AdvisorsBuy8,6948,694$1,017,581

Frequently asked questions about SUSL activity

  • Which institutional owners are buying SUSL?

    Institutional owners buying SUSL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SUSL activity?

    "Buy" means an investor increased their reported position in SUSL compared to the prior reporting period. This reflects growing exposure to ISHARES ESG MSCI USA LEADERS (SUSL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SUSL increasing?

    Institutional interest in SUSL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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