SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Market Value Shares Shares
Change 		Shares
Change %
BL
26
BFSG LLC
California
$2.67M 28,442 -33 -0.1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.67M 28,413 +24,408 +609%
Goldman Sachs
28
Goldman Sachs
New York
$2.63M 27,996 +22,068 +372%
KWM
29
Kingsview Wealth Management
Oregon
$2.6M 27,725 +10,164 +58%
FTUS
30
Flow Traders U.S.
New York
$2.29M 24,446 +8,271 +51%
BCM
31
Brookstone Capital Management
Illinois
$2.15M 22,879 -1,358 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.13M 22,707 -2,779 -11%
LPL Financial
33
LPL Financial
California
$2.07M 22,079 +719 +3%
OFG
34
Omega Financial Group
California
$1.97M 20,976 -2,653 -11%
KWM
35
Keebeck Wealth Management
Illinois
$1.95M 20,793 -10,231 -33%
KV
36
Kickstand Ventures
New York
$1.8M 19,159 -2,749 -13%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.73M 18,386 -489 -3%
RCS
38
Retirement Capital Strategies
California
$1.7M 18,105 -11,946 -40%
OIA
39
OneDigital Investment Advisors
Kansas
$1.63M 17,344 -108 -0.6%
CIAS
40
CFS Investment Advisory Services
New Jersey
$1.62M 17,288 -655 -4%
CWS
41
Cypress Wealth Services
California
$1.59M 16,936 -54 -0.3%
SPIA
42
Steward Partners Investment Advisory
New York
$1.54M 16,387 – –
MG
43
Mather Group
Illinois
$1.49M 17,669 – –
FF
44
Friedenthal Financial
New Jersey
$1.49M 15,835 – –
MLA
45
My Legacy Advisors
Oregon
$1.36M 14,497 -952 -6%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.34M 14,298 -3,366 -19%
MWM
47
Mission Wealth Management
California
$1.19M 12,698 +12,698 New
PO
48
Private Ocean
California
$1.18M 12,608 +17 +0.1%
Wells Fargo
49
Wells Fargo
California
$1.13M 12,038 -3,496 -23%
OWM
50
Orgel Wealth Management
Wisconsin
$1.1M 11,721 -6 -0.1%
1
2
3 4 5