SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

145 hedge funds and large institutions have $940M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
30
Reduced
61
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$17M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$62.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$55.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$3.99M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.76M
3
RCS
3
Retirement Capital Strategies
California
$1.7M
4
Creative Planning
4
Creative Planning
Kansas
$20.2M
5
KWM
5
Keebeck Wealth Management
Illinois
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$315K -$69.6K -742 -18%
ASN
102
Advisory Services Network
Georgia
$314K -$26.1K -278 -8%
SP
103
SWS Partners
Ohio
$307K +$20.9K +223 +7%
RIA
104
Regal Investment Advisors
Michigan
$306K – – –
PI
105
PFG Investments
New York
$289K +$289K +3,083 New
MA
106
MKT Advisors
California
$288K – – –
FG
107
Foster Group
Iowa
$283K -$3.57K -38 -1%
FCM
108
Firestone Capital Management
Florida
$274K -$19.1K -203 -6%
Cerity Partners
109
Cerity Partners
New York
$273K – – –
BAM
110
BOS Asset Management
Illinois
$270K – – –
AF
111
Apexium Financial
Texas
$260K – – –
PA
112
Parallel Advisors
California
$259K – – –
JWM
113
JGP Wealth Management
Oregon
$255K -$19.1K -204 -7%
DAS
114
Dynamic Advisor Solutions
Arizona
$247K – – –
MSA
115
Marino Stram & Associates
Massachusetts
$230K – – –
LPAM
116
Lodestar Private Asset Management
California
$215K -$15.2K -162 -7%
HPM
117
Hoxton Planning & Management
West Virginia
$211K +$211K +2,245 New
HWM
118
Horizon Wealth Management
Illinois
$208K +$208K +2,214 New
IFWM
119
Institute for Wealth Management
Colorado
$206K +$206K +2,200 New
Morgan Stanley
120
Morgan Stanley
New York
$150K -$3.29K -35 -2%
Citigroup
121
Citigroup
New York
$142K +$67.9K +724 +92%
EPW
122
Evergreen Private Wealth
Colorado
$138K -$7.88K -84 -5%
CA
123
Clearstead Advisors
Ohio
$119K – – –
GIA
124
Goodwin Investment Advisory
Georgia
$113K +$113K +1,208 New
YAL
125
Your Advocates Ltd
Texas
$98.2K – – –
3 4
5
6 7