SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
54
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$49.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$45.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.4M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$418M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.15M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.1M
4
TLFA
4
True Link Financial Advisors
California
$555K
5
Creative Planning
5
Creative Planning
Kansas
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCS
26
Retirement Capital Strategies
California
$2.54M +$19.5K +231 +0.8%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.51M +$33.8K +401 +1%
BL
28
BFSG LLC
California
$2.4M +$19.6K +232 +0.8%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.15M -$1.59M -18,840 -43%
BCM
30
Brookstone Capital Management
Illinois
$2.05M -$173K -2,052 -8%
OFG
31
Omega Financial Group
California
$1.99M -$21K -249 -1%
KV
32
Kickstand Ventures
New York
$1.85M -$303K -3,590 -14%
LPL Financial
33
LPL Financial
California
$1.8M +$55.2K +654 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$86.2K +1,022 +6%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.51M -$16.1K -191 -1%
MG
36
Mather Group
Illinois
$1.49M -$3.88K -46 -0.3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.49M +$51.4K +609 +4%
KWM
38
Kingsview Wealth Management
Oregon
$1.48M +$35.9K +426 +2%
OIA
39
OneDigital Investment Advisors
Kansas
$1.47M +$172K +2,035 +13%
CWS
40
Cypress Wealth Services
California
$1.43M -$192K -2,272 -12%
SPIA
41
Steward Partners Investment Advisory
New York
$1.38M – – –
FTUS
42
Flow Traders U.S.
New York
$1.37M +$1.37M +16,175 New
FF
43
Friedenthal Financial
New Jersey
$1.34M +$2.79K +33 +0.2%
MLA
44
My Legacy Advisors
Oregon
$1.31M -$32.7K -385 -2%
Wells Fargo
45
Wells Fargo
California
$1.31M +$1.19M +14,075 +965%
WA
46
Wealth Alliance
New York
$1.15M -$10.5K -124 -0.9%
PO
47
Private Ocean
California
$1.06M +$3.54K +42 +0.3%
OWM
48
Orgel Wealth Management
Wisconsin
$990K -$67.2K -796 -6%
TC
49
TownSquare Capital
Utah
$987K – – –
CAG
50
Csenge Advisory Group
Florida
$940K -$331K -3,917 -26%
1
2
3 4 5