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iShares ESG MSCI USA Leaders ETF
SUSL

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6.83% more ownership

Funds ownership: 69.02% → 75.86% (+6.8%)

7% more funds holding

Funds holding: 121 → 129 (+8)

2% more capital invested

Capital invested by funds: $804M → $818M (+$13.8M)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.38M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.05M
3
EI
Ellevest Inc
New York
+$5.49M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.85M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.11M
2
T
TCWP
Ohio
-$2.41M
3
Jane Street
Jane Street
New York
-$1.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.21M +$79.3K +1,013 +4%
BL
27
BFSG LLC
California
$2.13M +$30.8K +394 +1%
BCM
28
Brookstone Capital Management
Illinois
$1.97M -$261K -3,340 -11%
KV
29
Kickstand Ventures
New York
$1.92M +$2M +25,498 New
OFG
30
Omega Financial Group
California
$1.8M -$251K -3,211 -12%
CFSG
31
Community Financial Services Group
Vermont
$1.56M +$1.62M +20,751 New
LPL Financial
32
LPL Financial
California
$1.56M -$174K -2,223 -10%
CWS
33
Cypress Wealth Services
California
$1.45M -$142K -1,819 -9%
CIAS
34
CFS Investment Advisory Services
New Jersey
$1.37M -$92.7K -1,185 -6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$49.4K -631 -3%
MG
36
Mather Group
Illinois
$1.34M +$719K +9,187 +108%
KWM
37
Kingsview Wealth Management
Oregon
$1.29M +$1.34M +17,135 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.29M +$247K +3,154 +23%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.26M -$1.04M -13,301 -44%
SPIA
40
Steward Partners Investment Advisory
New York
$1.24M – – –
TLFA
41
True Link Financial Advisors
California
$1.23M -$619K -7,905 -33%
FF
42
Friedenthal Financial
New Jersey
$1.19M +$25.8K +329 +2%
MLA
43
My Legacy Advisors
Oregon
$1.19M +$24.4K +312 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$1.16M +$204K +2,604 +20%
CAG
45
Csenge Advisory Group
Florida
$1.14M -$263K -3,365 -18%
WA
46
Wealth Alliance
New York
$1.04M +$111K +1,424 +11%
PO
47
Private Ocean
California
$946K – – –
OWM
48
Orgel Wealth Management
Wisconsin
$944K -$18.5K -236 -2%
TC
49
TownSquare Capital
Utah
$882K +$706K +9,025 +338%
SFG
50
SNS Financial Group
Minnesota
$732K -$113K -1,439 -13%
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3 4 5

SUSL Hedge Fund Activity: Q3 2023 in Review

129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2023, worth a combined $818M — up 1.7% from $804M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSL positions and 11 closed out — a net gain of 8 holders — while 40 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.38M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.11M sold.

  • 129 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $818M of iShares ESG MSCI USA Leaders ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $8.38M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2023 was Citadel Advisors, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2023.