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iShares ESG MSCI USA Leaders ETF
SUSL

155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $830M → $898M (+$67.6M)

7% more funds holding

Funds holding: 145 → 155 (+10)

0.42% less ownership

Funds ownership: 80.11% → 79.69% (-0.42%)

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
52
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.5M
3
Goldman Sachs
Goldman Sachs
New York
+$6.89M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.47M
5
WANY
Wealthspire Advisors (New York)
New York
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
RFWA
RPg Family Wealth Advisory
Massachusetts
-$7.02M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.31M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.95M
4
RCS
Retirement Capital Strategies
California
-$1.7M
5
SA
Sanctuary Advisors
Indiana
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SK Wealth Management
Rhode Island
$3.6M +$3.37M +34,373 New
KWM
27
Kingsview Wealth Management
Oregon
$3.17M -$5.5K -56 -0.2%
SWA
28
Sax Wealth Advisors
New Jersey
$2.92M -$22.7K -231 -0.8%
BL
29
BFSG LLC
California
$2.88M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.88M +$393 +4 +0%
Corient Private Wealth
31
Corient Private Wealth
Florida
$2.69M -$20.3K -207 -0.8%
WANY
32
Wealthspire Advisors (New York)
New York
$2.43M +$2.35M +23,939 New
LPL Financial
33
LPL Financial
California
$2.35M -$63.2K -644 -3%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.28M +$71.8K +732 +3%
BCM
35
Brookstone Capital Management
Illinois
$2.28M +$15.9K +162 +0.7%
OFG
36
Omega Financial Group
California
$2.13M -$47.2K -481 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$9.42K +96 +0.5%
KWM
38
Keebeck Wealth Management
Illinois
$2.05M -$62.4K -636 -3%
RCS
39
Retirement Capital Strategies
California
$1.95M -$1.7M -17,355 -47%
KV
40
Kickstand Ventures
New York
$1.94M +$6.38K +65 +0.3%
CIAS
41
CFS Investment Advisory Services
New Jersey
$1.8M +$32.6K +332 +2%
MG
42
Mather Group
Illinois
$1.75M -$31.2K -318 -2%
SPIA
43
Steward Partners Investment Advisory
New York
$1.66M – – –
FFA
44
Farther Finance Advisors
California
$1.65M -$26.5K -270 -2%
CWS
45
Cypress Wealth Services
California
$1.57M +$491 +5 +0%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$1.46M +14,916 New
FF
47
Friedenthal Financial
New Jersey
$1.45M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.38M +$119K +1,215 +10%
Wells Fargo
49
Wells Fargo
California
$1.29M -$380K -3,871 -23%
SFG
50
SNS Financial Group
Minnesota
$1.27M -$30.7K -313 -2%
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SUSL Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2024, worth a combined $898M — up 8.1% from $830M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSL positions and 7 closed out — a net gain of 12 holders — while 52 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $9.9M. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $7.02M sold.

  • 155 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2024, up from 145 in Q2 2024.
  • Funds reported $898M of iShares ESG MSCI USA Leaders ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2024 and 7 closed out, a net change of +12 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $9.9M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2024 was RPg Family Wealth Advisory, an estimated $7.02M sold.

Based on aggregated 13F filings for Q3 2024.