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iShares ESG MSCI USA Leaders ETF

126 hedge funds and large institutions have $2.81B invested in iShares ESG MSCI USA Leaders ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $2.55B → $2.81B (+$257M)

0.04% more ownership

Funds ownership: 88.64%88.68% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2% less funds holding

Funds holding: 129126 (-3)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.01%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
38
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$699K +$831 +12 +0.1%
UAS
52
United Asset Strategies
New York
$675K +$104K +1,503 +32%
RJA
53
Raymond James & Associates
Florida
$630K -$3.67K -53 -0.6%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$615K -$241K -3,475 -29%
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$608K -$100K -1,450 -15%
MG
56
Mather Group
Illinois
$596K
SB
57
Strategic Blueprint
Georgia
$592K +$218K +3,141 +61%
OCM
58
One Capital Management
California
$580K +$2.42K +35 +0.4%
BFG
59
Beacon Financial Group
Texas
$572K -$87.6K -1,265 -16%
DA
60
Detalus Advisors
Missouri
$537K +$522K +7,530 New
FWP
61
Firethorn Wealth Partners
Georgia
$531K -$263K -3,793 -34%
ICM
62
IMS Capital Management
Oregon
$528K
SWP
63
Stratos Wealth Partners
Ohio
$517K +$503K +7,256 New
GIA
64
Goodwin Investment Advisory
Georgia
$510K -$12.5K -180 -2%
WBG
65
Wharton Business Group
Pennsylvania
$501K +$14.2K +205 +3%
AM
66
AGF Management
Ontario, Canada
$492K -$6.93K -100 -1%
RSWM
67
Robertson Stephens Wealth Management
California
$489K -$402K -5,797 -46%
PCMC
68
Private Capital Management (Colorado)
Colorado
$465K -$239K -3,451 -35%
SM
69
Sweeney & Michel
California
$450K +$417K +6,023 New
COCM
70
Charter Oak Capital Management
New Hampshire
$449K
Goldman Sachs
71
Goldman Sachs
New York
$428K -$715K -10,319 -63%
EWA
72
EverSource Wealth Advisors
Alabama
$413K -$22.5K -325 -5%
FFA
73
Farther Finance Advisors
California
$405K -$33.7K -487 -8%
G
74
GenTrust
Florida
$404K
KFP
75
KB Financial Partners
New Jersey
$402K -$12.1K -175 -3%

SUSL Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2023, worth a combined $2.81B — up 10% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SUSL and 19 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 38 added.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $103M. The largest seller was Envestnet Asset Management, cutting an estimated $21.4M.

  • 126 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2023, down from 129 in Q4 2022.
  • Funds reported $2.81B of iShares ESG MSCI USA Leaders ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2023 and 20 closed out, a net change of -1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2023 was Ilmarinen Mutual Pension Insurance, an estimated $103M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2023 was Envestnet Asset Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2023.