SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
5L
1
55I LLC
Massachusetts
$59.1M
2
WP
2
WealthSource Partners
California
$10.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.98M
4
KWM
4
Keebeck Wealth Management
Illinois
$2.75M
5
RSWM
5
Robertson Stephens Wealth Management
California
$3.11M

Top Sellers

1
MB
1
Mizuho Bank
Japan
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$2.18M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$1.77B
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GIA
5
Goodwin Investment Advisory
Georgia
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
76
Transcend Capital Advisors
New Jersey
$345K +$67.8K +1,020 +24%
WBG
77
Wharton Business Group
Pennsylvania
$334K – – –
WF
78
Welch & Forbes
Massachusetts
$324K – – –
WAL
79
W Advisors LLC
Tennessee
$293K -$1.36M -20,572 -82%
MG
80
Mather Group
Illinois
$272K +$272K +4,101 New
IC
81
IEQ Capital
California
$268K +$268K +4,041 New
EWA
82
EverSource Wealth Advisors
Alabama
$267K -$68.3K -1,028 -20%
DT
83
Diversified Trust
Tennessee
$245K -$8.64K -130 -3%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$237K +$237K +3,566 New
CAN
85
Cetera Advisor Networks
California
$236K +$49.9K +752 +27%
UAS
86
United Asset Strategies
New York
$217K +$5.98K +90 +3%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$207K -$729 -11 -0.4%
MA
88
MKT Advisors
California
$207K +$207K +3,059 New
FG
89
Foster Group
Iowa
$205K +$24.4K +368 +13%
PA
90
Parallel Advisors
California
$183K – – –
CA
91
Clearstead Advisors
Ohio
$122K -$398 -6 -0.3%
MHR
92
Matthew Hamilton Rosenberg
$80K +$80K +1,192 New
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$16K +241 +27%
GIA
94
GHP Investment Advisors
Colorado
$64K – – –
DC
95
Darrow Company
Massachusetts
$52K +$52K +796 New
CT
96
Cambridge Trust
Massachusetts
$46K – – –
IA
97
IFP Advisors
Florida
$44K – – –
DWMG
98
DB Wealth Management Group
California
$41K – – –
MCC
99
Money Concepts Capital
Florida
$30K – – –
AA
100
Ancora Advisors
Ohio
$29K +$667 +10 +2%
1 2 3
4
5