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iShares ESG MSCI USA Leaders ETF
SUSL

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

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 43

7% more funds holding

Funds holding: 129 → 138 (+9)

2% more capital invested

Capital invested by funds: $818M → $838M (+$19.8M)

0.92% less ownership

Funds ownership: 75.86% → 74.94% (-0.92%)

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
2.01%
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

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.71M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.13M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.48M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.62M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.17M

Top Sellers

Rank Fund Capital Flow
1
BOI
Bank of Italy
Italy
-$105M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.48M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
4
TLFA
True Link Financial Advisors
California
-$766K
5
Creative Planning
Creative Planning
Kansas
-$675K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCS
26
Retirement Capital Strategies
California
$2.54M +$18.2K +231 +0.8%
Corient Private Wealth
27
Corient Private Wealth
Florida
$2.51M +$31.6K +401 +1%
BL
28
BFSG LLC
California
$2.4M +$18.3K +232 +0.8%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.15M -$1.48M -18,840 -43%
BCM
30
Brookstone Capital Management
Illinois
$2.05M -$162K -2,052 -8%
OFG
31
Omega Financial Group
California
$1.99M -$19.6K -249 -1%
KV
32
Kickstand Ventures
New York
$1.85M -$283K -3,590 -14%
LPL Financial
33
LPL Financial
California
$1.8M +$51.5K +654 +3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$80.5K +1,022 +6%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.51M -$15K -191 -1%
MG
36
Mather Group
Illinois
$1.49M -$3.62K -46 -0.3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.49M +$48K +609 +4%
KWM
38
Kingsview Wealth Management
Oregon
$1.48M +$33.6K +426 +2%
OIA
39
OneDigital Investment Advisors
Kansas
$1.47M +$160K +2,035 +13%
CWS
40
Cypress Wealth Services
California
$1.43M -$179K -2,272 -12%
SPIA
41
Steward Partners Investment Advisory
New York
$1.38M – – –
FTUS
42
Flow Traders U.S.
New York
$1.36M +$1.27M +16,175 New
FF
43
Friedenthal Financial
New Jersey
$1.34M +$2.6K +33 +0.2%
MLA
44
My Legacy Advisors
Oregon
$1.31M -$30.3K -385 -2%
Wells Fargo
45
Wells Fargo
California
$1.31M +$1.11M +14,075 +965%
WA
46
Wealth Alliance
New York
$1.15M -$9.77K -124 -0.9%
PO
47
Private Ocean
California
$1.06M +$3.31K +42 +0.3%
OWM
48
Orgel Wealth Management
Wisconsin
$990K -$62.7K -796 -6%
TC
49
TownSquare Capital
Utah
$987K – – –
CAG
50
Csenge Advisory Group
Florida
$940K -$309K -3,917 -26%
1
2
3 4 5

SUSL Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2023, worth a combined $838M — up 2.4% from $818M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SUSL positions and 4 closed out — a net gain of 13 holders — while 54 added to existing stakes and 43 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.71M. The largest seller was Bank of Italy, cutting an estimated $105M.

  • 138 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2023, up from 129 in Q3 2023.
  • Funds reported $838M of iShares ESG MSCI USA Leaders ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 17 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2023 and 4 closed out, a net change of +13 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $8.71M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2023 was Bank of Italy, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.