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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.61M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.14M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.98M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$6.33M |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOI
Bank of Italy
Rome,
Italy
|
-$164M |
| 2 |
JP Morgan Chase
New York
|
-$6.72M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$3.42M |
| 4 |
Goldman Sachs
New York
|
-$2.63M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.29M |
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.