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iShares ESG MSCI USA Leaders ETF
SUSL

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 145 → 145 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less ownership

Funds ownership: 82.11% → 80.11% (-2%)

12% less capital invested

Capital invested by funds: $940M → $830M (-$110M)

31% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 58

Holders
145
Holders Change
–
Holders Change %
0%
% 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
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.14M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.98M
4
OIA
OneDigital Investment Advisors
Kansas
+$6.33M
5
SWA
Sax Wealth Advisors
New Jersey
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
BOI
Bank of Italy
Italy
-$164M
2
JP Morgan Chase
JP Morgan Chase
New York
-$6.72M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.42M
4
Goldman Sachs
Goldman Sachs
New York
-$2.63M
5
FTUS
Flow Traders U.S.
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
51
Private Ocean
California
$1.16M -$61.4K -657 -5%
OWM
52
Orgel Wealth Management
Wisconsin
$1.15M +$3.37K +36 +0.3%
CAG
53
Csenge Advisory Group
Florida
$1.06M -$5.79K -62 -0.6%
CIA
54
Compass Ion Advisors
Pennsylvania
$901K – – –
OCM
55
One Capital Management
California
$874K +$4.02K +43 +0.5%
TC
56
TownSquare Capital
Utah
$834K – – –
AAS
57
Avantax Advisory Services
Texas
$824K +$19.9K +213 +3%
PAS
58
Park Avenue Securities
New York
$815K -$6.73K -72 -0.9%
William Blair & Company
59
William Blair & Company
Illinois
$811K -$5.89K -63 -0.8%
SWP
60
Stratos Wealth Partners
Ohio
$787K +$4.77K +51 +0.6%
MOS
61
MGO One Seven
Ohio
$782K – – –
T
62
TCWP
Ohio
$733K – – –
ICM
63
IMS Capital Management
Oregon
$717K +$748 +8 +0.1%
PAG
64
Private Advisor Group
New Jersey
$708K -$106K -1,135 -14%
PCMC
65
Private Capital Management (Colorado)
Colorado
$700K -$26.2K -280 -4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$615K -$54.3K -581 -8%
COCM
67
Charter Oak Capital Management
New Hampshire
$608K – – –
AWM
68
Aries Wealth Management
Maine
$582K – – –
WA
69
Wealth Alliance
New York
$582K -$152K -1,629 -21%
BFG
70
Beacon Financial Group
Texas
$574K -$27.9K -298 -5%
CI Investments Inc
71
CI Investments Inc
Ontario, Canada
$569K -$32.7K -350 -6%
G
72
GenTrust
Florida
$553K – – –
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$539K +$1.12K +12 +0.2%
EWA
74
EverSource Wealth Advisors
Alabama
$499K – – –
SVWG
75
Shared Vision Wealth Group
United States
$497K -$83.5K -893 -15%
1 2
3
4 5

SUSL Hedge Fund Activity: Q2 2024 in Review

145 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2024, worth a combined $830M — down 12% from $940M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SUSL positions and 15 closed out — a net gain of 1 holder — while 40 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.61M. The largest seller was Bank of Italy, cutting an estimated $164M.

  • 145 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $830M of iShares ESG MSCI USA Leaders ETF stock for Q2 2024, down 12% quarter-over-quarter.
  • 16 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2024 and 15 closed out, a net change of +1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2024 was Fidelity Investments, an estimated $7.61M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2024 was Bank of Italy, an estimated $164M sold.

Based on aggregated 13F filings for Q2 2024.