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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
GIA
101
GHP Investment Advisors
Colorado
$69.1K
SWM
102
Spire Wealth Management
Virginia
$46.2K +$13.9K +201 +45%
NRC
103
New Republic Capital
North Carolina
$45.7K
DWMG
104
DB Wealth Management Group
California
$45.7K +$1.52K +22 +4%
IA
105
IFP Advisors
Florida
$45.5K +$208 +3 +0.3%
TRCT
106
Tower Research Capital (TRC)
New York
$45K +$43.3K +625 New
MRC
107
Millburn Ridgefield Corp
New York
$43.8K -$218K -3,142 -84%
WP
108
WealthShield Partners
North Carolina
$38.4K -$852K -12,297 -96%
AA
109
Ancora Advisors
Ohio
$31K
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$28.5K +$27.7K +400 New
FRA
111
Front Row Advisors
California
$24K
First Manhattan
112
First Manhattan
New York
$21.4K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$19.2K +$69 +1 +0.4%
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$17.5K
BAM
115
Belpointe Asset Management
Nevada
$17.2K
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$15.9K
YAL
117
Your Advocates Ltd
Texas
$13.4K +$69 +1 +0.5%
LFG
118
Larson Financial Group
Missouri
$12K +$6.09K +88 +110%
KM
119
Kalos Management
Georgia
$11.2K +$10.9K +157 New
HWA
120
HHM Wealth Advisors
Tennessee
$11.1K
NSG
121
Nalls Sherbakoff Group
Tennessee
$8.54K +$8.38K +121 New
Citigroup
122
Citigroup
New York
$7.48K +$7.27K +105 New
Morgan Stanley
123
Morgan Stanley
New York
$4.28K
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$3.6K -$487K -7,037 -12%
BlackRock
125
BlackRock
New York
$3.35K

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.