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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6.83% more ownership

Funds ownership: 69.02%75.86% (+6.8%)

7% more funds holding

Funds holding: 121129 (+8)

2% more capital invested

Capital invested by funds: $804M → $818M (+$13.8M)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
Goodwin Investment Advisory
Georgia
$398K -$32.1K -410 -7%
UAS
77
United Asset Strategies
New York
$394K +$35.5K +453 +9%
EWA
78
EverSource Wealth Advisors
Alabama
$392K -$46.7K -597 -10%
Stifel Financial
79
Stifel Financial
Missouri
$372K -$939 -12 -0.2%
IC
80
IEQ Capital
California
$352K +$14.7K +188 +4%
CAN
81
Cetera Advisor Networks
California
$350K -$23.9K -306 -6%
Marshall Wace
82
Marshall Wace
United Kingdom
$350K +$363K +4,635 New
ACA
83
Affinity Capital Advisors
California
$342K +$355K +4,540 New
SM
84
Sweeney & Michel
California
$341K -$111K -1,416 -24%
HFA
85
High Falls Advisors
New York
$339K +$352K +4,501 New
SWA
86
Stratos Wealth Advisors
Ohio
$335K +$548 +7 +0.2%
NL
87
NWAM LLC
Washington
$299K +$311K +3,968 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$298K -$73.9K -944 -19%
AM
89
AGF Management
Ontario, Canada
$287K -$133K -1,700 -31%
DT
90
Diversified Trust
Tennessee
$272K
ASN
91
Advisory Services Network
Georgia
$260K -$7.83K -100 -3%
RIA
92
Regal Investment Advisors
Michigan
$243K -$51.7K -661 -17%
MA
93
MKT Advisors
California
$236K
FCM
94
Firestone Capital Management
Florida
$234K +$24.4K +312 +11%
RFP
95
RCS Financial Planning
Maryland
$234K -$24K -307 -9%
FG
96
Foster Group
Iowa
$230K -$391 -5 -0.2%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$226K +$223K +2,855 +1,955%
SP
98
SWS Partners
Ohio
$226K -$13.4K -171 -5%
JWM
99
JGP Wealth Management
Oregon
$218K
BAM
100
BOS Asset Management
Illinois
$217K +$225K +2,872 New

SUSL Hedge Fund Activity: Q3 2023 in Review

129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2023, worth a combined $818M — up 1.7% from $804M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSL positions and 11 closed out — a net gain of 8 holders — while 40 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.38M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.11M sold.

  • 129 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $818M of iShares ESG MSCI USA Leaders ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $8.38M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2023 was Citadel Advisors, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2023.