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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
VAF
51
Values Added Financial
District of Columbia
$1.26M +$1.37K +14 +0.1%
OWM
52
Orgel Wealth Management
Wisconsin
$1.19M +$393 +4 +0%
ZF
53
Zhang Financial
Michigan
$1.16M +$1.12M +11,435 New
MLA
54
My Legacy Advisors
Oregon
$1.06M -$347K -3,539 -25%
CAG
55
Csenge Advisory Group
Florida
$1.04M -$74.1K -755 -7%
BDFN
56
Bond & Devick Financial Network
Minnesota
$988K +$955K +9,728 New
CIA
57
Compass Ion Advisors
Pennsylvania
$975K – – –
OCM
58
One Capital Management
California
$922K +$11.5K +117 +1%
TC
59
TownSquare Capital
Utah
$869K – – –
Stifel Financial
60
Stifel Financial
Missouri
$857K +$438K +4,458 +112%
PAS
61
Park Avenue Securities
New York
$838K -$10.9K -111 -1%
PAG
62
Private Advisor Group
New Jersey
$833K +$92.3K +940 +13%
William Blair & Company
63
William Blair & Company
Illinois
$826K -$18K -183 -2%
MOS
64
MGO One Seven
Ohio
$815K – – –
AAS
65
Avantax Advisory Services
Texas
$811K -$46.7K -476 -6%
SWP
66
Stratos Wealth Partners
Ohio
$788K -$31.1K -317 -4%
ICM
67
IMS Capital Management
Oregon
$732K – – –
ACA
68
Affinity Capital Advisors
California
$725K +$281K +2,861 +67%
PCMC
69
Private Capital Management (Colorado)
Colorado
$709K -$20.5K -209 -3%
Two Sigma Investments
70
Two Sigma Investments
New York
$690K +$667K +6,800 New
WA
71
Wealth Alliance
New York
$657K +$49.6K +505 +8%
COCM
72
Charter Oak Capital Management
New Hampshire
$633K – – –
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$618K -$22.8K -232 -4%
AWM
74
Aries Wealth Management
Maine
$607K – – –
BFG
75
Beacon Financial Group
Texas
$598K – – –
1 2
3
4 5

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.