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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
ACA
126
Aptus Capital Advisors
Alabama
$2.35K +$2.29K +33 New
FMLI
127
Fukoku Mutual Life Insurance
Japan
-$8.49M -128,000 Closed
PAS
128
Park Avenue Securities
New York
-$3.43M -51,774 Closed
MML Investors Services
129
MML Investors Services
Massachusetts
-$1.84M -27,731 Closed
WAP
130
Wealthcare Advisory Partners
Pennsylvania
-$916K -13,821 Closed
SW
131
SteelPeak Wealth
California
-$672K -10,137 Closed
SFPG
132
Stonebridge Financial Planning Group
Florida
-$546K -8,229 Closed
AWS
133
Atria Wealth Solutions
New York
-$508K -7,660 Closed
LFA
134
LGT Financial Advisors
Texas
-$363K -5,471 Closed
TCA
135
Transcend Capital Advisors
New Jersey
-$323K -4,864 Closed
CS
136
Comerica Securities
Michigan
-$301K -4,541 Closed
BAAM
137
Baker Avenue Asset Management
California
-$276K -4,159 Closed
AAS
138
Avantax Advisory Services
Texas
-$248K -3,733 Closed
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
-$239K -3,611 Closed
FG
140
Foster Group
Iowa
-$226K -3,404 Closed
NRI
141
NFP Retirement Inc
California
-$200K -3,017 Closed
USCWA
142
U.S. Capital Wealth Advisors
Texas
-$114K -1,719 Closed
PPC
143
Park Place Capital
Alabama
-$54K -812 Closed
LAM
144
Lakewood Asset Management
Illinois
-$40K -600 Closed
MCC
145
Money Concepts Capital
Florida
-$30.2K -455 Closed
AAG
146
Armstrong Advisory Group
Massachusetts
-$16.6K -250 Closed

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.