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iShares ESG MSCI USA Leaders ETF
SUSL

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.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $838M → $940M (+$102M)

7.17% more ownership

Funds ownership: 74.94% → 82.11% (+7.2%)

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

51% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 61

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.09%
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

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$15.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.01M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.03M
5
ACA
Aptus Capital Advisors
Alabama
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$6.06M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
3
RCS
Retirement Capital Strategies
California
-$1.06M
4
Creative Planning
Creative Planning
Kansas
-$1.03M
5
KWM
Keebeck Wealth Management
Illinois
-$911K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
51
Csenge Advisory Group
Florida
$1.03M -$14.2K -159 -1%
VAF
52
Values Added Financial
District of Columbia
$996K – – –
CIA
53
Compass Ion Advisors
Pennsylvania
$901K – – –
SFG
54
SNS Financial Group
Minnesota
$892K -$27.2K -305 -3%
OCM
55
One Capital Management
California
$838K – – –
TC
56
TownSquare Capital
Utah
$804K -$279K -3,137 -27%
PAS
57
Park Avenue Securities
New York
$792K -$27.2K -306 -3%
PAG
58
Private Advisor Group
New Jersey
$788K -$23.1K -260 -3%
William Blair & Company
59
William Blair & Company
Illinois
$787K -$7.48K -84 -1%
AAS
60
Avantax Advisory Services
Texas
$774K – – –
MOS
61
MGO One Seven
Ohio
$753K +$3.92K +44 +0.6%
SWP
62
Stratos Wealth Partners
Ohio
$753K -$9.88K -111 -1%
WA
63
Wealth Alliance
New York
$713K -$542K -6,089 -44%
T
64
TCWP
Ohio
$707K – – –
PCMC
65
Private Capital Management (Colorado)
Colorado
$701K +$32.7K +367 +5%
ICM
66
IMS Capital Management
Oregon
$676K +$2.23K +25 +0.3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$647K -$61.3K -689 -9%
FFA
68
Farther Finance Advisors
California
$625K -$4.36K -49 -0.7%
COCM
69
Charter Oak Capital Management
New Hampshire
$586K – – –
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$581K +$20K +225 +4%
BFG
71
Beacon Financial Group
Texas
$581K -$44.5K -500 -7%
SVWG
72
Shared Vision Wealth Group
United States
$562K -$2.31K -26 -0.4%
AWM
73
Aries Wealth Management
Maine
$561K +$532K +5,976 New
TLFA
74
True Link Financial Advisors
California
$556K -$57.9K -650 -10%
DFA
75
DHK Financial Advisors
New Hampshire
$535K +$1.25K +14 +0.2%
1 2
3
4 5

SUSL Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2024, worth a combined $940M — up 12% from $838M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SUSL positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 61 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $15.9M. The largest seller was JP Morgan Chase, cutting an estimated $6.06M.

  • 145 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $940M of iShares ESG MSCI USA Leaders ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 18 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2024 and 7 closed out, a net change of +11 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2024 was GeoWealth Management, an estimated $15.9M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2024 was JP Morgan Chase, an estimated $6.06M sold.

Based on aggregated 13F filings for Q1 2024.