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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
SWA
76
Stratos Wealth Advisors
Ohio
$366K -$14.9K -215 -4%
ASN
77
Advisory Services Network
Georgia
$356K -$10.3K -148 -3%
Stifel Financial
78
Stifel Financial
Missouri
$352K +$485 +7 +0.1%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$351K -$6.58K -95 -2%
CAN
80
Cetera Advisor Networks
California
$339K -$76.6K -1,106 -19%
IC
81
IEQ Capital
California
$319K +$30.1K +435 +11%
RIA
82
Regal Investment Advisors
Michigan
$318K +$309K +4,461 New
BPA
83
Beacon Pointe Advisors
California
$317K +$308K +4,446 New
RFP
84
RCS Financial Planning
Maryland
$314K +$69.7K +1,007 +30%
RCG
85
Regatta Capital Group
California
$303K
HighTower Advisors
86
HighTower Advisors
Illinois
$295K -$96.2K -1,389 -25%
DT
87
Diversified Trust
Tennessee
$257K -$5.54K -80 -2%
SP
88
SWS Partners
Ohio
$237K +$230K +3,325 New
HPM
89
Hoxton Planning & Management
West Virginia
$231K -$462K -6,664 -67%
HFA
90
High Falls Advisors
New York
$225K +$218K +3,153 New
MA
91
MKT Advisors
California
$221K
D
92
Dentgroup
Louisiana
$206K -$313K -4,520 -61%
JWM
93
JGP Wealth Management
Oregon
$204K +$198K +2,856 New
PA
94
Parallel Advisors
California
$197K
WIM
95
WealthPlan Investment Management
Nebraska
$140K +$136K +1,968 New
UBS Group
96
UBS Group
Switzerland
$114K +$111K +1,604 New
CA
97
Clearstead Advisors
Ohio
$91.2K
Wells Fargo
98
Wells Fargo
California
$82.1K +$8.66K +125 +12%
DIP
99
DT Investment Partners
Pennsylvania
$81.1K +$4.78K +69 +7%
GRP
100
Global Retirement Partners
California
$72.2K -$10.9K -157 -13%

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.