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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.61M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.14M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.98M
4
OIA
OneDigital Investment Advisors
Kansas
+$6.33M
5
SWA
Sax Wealth Advisors
New Jersey
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
BOI
Bank of Italy
Italy
-$164M
2
JP Morgan Chase
JP Morgan Chase
New York
-$6.72M
3
Principal Financial Group
Principal Financial Group
Iowa
-$3.42M
4
Goldman Sachs
Goldman Sachs
New York
-$2.63M
5
FTUS
Flow Traders U.S.
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$304K -$12.8K -137 -4%
FG
102
Foster Group
Iowa
$296K +$2.34K +25 +0.8%
FCM
103
Firestone Capital Management
Florida
$290K +$5.23K +56 +2%
SP
104
SWS Partners
Ohio
$290K -$28.2K -302 -9%
Cerity Partners
105
Cerity Partners
New York
$284K – – –
BAM
106
BOS Asset Management
Illinois
$280K – – –
HWM
107
HB Wealth Management
Georgia
$277K +$266K +2,843 New
PA
108
Parallel Advisors
California
$269K – – –
JWM
109
JGP Wealth Management
Oregon
$265K – – –
AIA
110
Alera Investment Advisors
Illinois
$263K +$253K +2,702 New
HFA
111
High Falls Advisors
New York
$261K -$183K -1,963 -42%
AG
112
Ascent Group
Virginia
$253K +$243K +2,599 New
Mariner
113
Mariner
Kansas
$252K +$242K +2,584 New
MSA
114
Marino Stram & Associates
Massachusetts
$239K – – –
Morgan Stanley
115
Morgan Stanley
New York
$229K +$70.7K +756 +47%
LPAM
116
Lodestar Private Asset Management
California
$224K +$467 +5 +0.2%
ASN
117
Advisory Services Network
Georgia
$222K -$100K -1,073 -32%
HWM
118
Horizon Wealth Management
Illinois
$219K +$3.55K +38 +2%
IFWM
119
Institute for Wealth Management
Colorado
$214K – – –
PCS
120
Personal CFO Solutions
New Jersey
$205K +$197K +2,104 New
MRC
121
Millburn Ridgefield Corp
New York
$172K +$165K +1,767 New
Citigroup
122
Citigroup
New York
$147K -$654 -7 -0.5%
EPW
123
Evergreen Private Wealth
Colorado
$142K -$561 -6 -0.4%
CAM
124
Clarity Asset Management
Iowa
$125K +$120K +1,279 New
YAL
125
Your Advocates Ltd
Texas
$102K – – –
3 4
5
6 7

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.