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iShares ESG MSCI USA Leaders ETF

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.55B → $2.81B (+$257M)

0.04% more ownership

Funds ownership: 88.64%88.68% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 129126 (-3)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Keebeck Wealth Management
Illinois
$2.13M -$576K -8,312 -22%
TLFA
27
True Link Financial Advisors
California
$2.1M -$406K -5,866 -17%
OFG
28
Omega Financial Group
California
$1.95M +$315K +4,544 +20%
Corient Private Wealth
29
Corient Private Wealth
Florida
$1.94M +$425K +6,140 +29%
LPL Financial
30
LPL Financial
California
$1.81M -$451K -6,510 -20%
CWS
31
Cypress Wealth Services
California
$1.66M -$143K -2,059 -8%
MLA
32
My Legacy Advisors
Oregon
$1.41M +$44.3K +640 +3%
CAG
33
Csenge Advisory Group
Florida
$1.4M -$92.3K -1,332 -6%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.4M -$202K -2,918 -13%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$8.03K +116 +0.6%
SPIA
36
Steward Partners Investment Advisory
New York
$1.17M -$248K -3,576 -18%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.16M +$40.4K +583 +4%
FF
38
Friedenthal Financial
New Jersey
$1.12M +$8.03K +116 +0.7%
WA
39
Wealth Alliance
New York
$998K -$106K -1,528 -10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$992K +$24.1K +348 +3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$953K -$932K -13,456 -50%
William Blair & Company
42
William Blair & Company
Illinois
$919K -$26.3K -380 -3%
PO
43
Private Ocean
California
$893K +$1.45K +21 +0.2%
OIA
44
OneDigital Investment Advisors
Kansas
$856K +$832K +12,010 New
OWM
45
Orgel Wealth Management
Wisconsin
$836K -$120K -1,727 -13%
SFG
46
SNS Financial Group
Minnesota
$825K +$1.32K +19 +0.2%
Mariner
47
Mariner
Kansas
$821K +$63.2K +912 +9%
UCFA
48
United Capital Financial Advisors
Texas
$778K +$71.3K +1,029 +10%
NL
49
NWAM LLC
Washington
$766K -$36.2K -522 -5%
MFA
50
Mayflower Financial Advisors
Massachusetts
$727K -$466K -6,722 -40%

SUSL Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2023, worth a combined $2.81B — up 10% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUSL and 19 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 38 added.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $103M. The largest seller was Envestnet Asset Management, cutting an estimated $21.4M.

  • 126 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2023, down from 129 in Q4 2022.
  • Funds reported $2.81B of iShares ESG MSCI USA Leaders ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2023 and 20 closed out, a net change of -1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2023 was Ilmarinen Mutual Pension Insurance, an estimated $103M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2023.