iShares ESG MSCI USA Leaders ETF
SUSL
121 hedge funds and large institutions have $804M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 55 reducing their positions, and 17 closing their positions.
4% less funds holding
Funds holding: 126 → 121 (-5)
19.66% less ownership
Funds ownership: 88.68% → 69.02% (-20%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
49% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 55
71% less capital invested
Capital invested by funds: $2.81B → $804M (-$2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.93M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.93M |
| 4 |
BL
BFSG LLC
Irvine,
California
|
+$2.03M |
| 5 |
Jane Street
New York
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$2B |
| 2 |
SR
Swiss Re
Zurich,
Switzerland
|
-$75.7M |
| 3 |
JP Morgan Chase
New York
|
-$6.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.67M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$3.28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NL
126
NWAM LLC
Mercer Island,
Washington
| – | -$766K | -10,749 | Closed |
|
127
Goldman Sachs
New York
| – | -$428K | -6,006 | Closed |
|
|
RCG
128
Regatta Capital Group
El Segundo,
California
| – | -$303K | -4,564 | Closed |
|
|
BPA
129
Beacon Pointe Advisors
Newport Beach,
California
| – | -$317K | -4,446 | Closed |
|
130
HighTower Advisors
Chicago,
Illinois
| – | -$295K | -4,137 | Closed |
|
|
HFA
131
High Falls Advisors
Rochester,
New York
| – | -$225K | -3,153 | Closed |
|
132
UBS Group
Zurich,
Switzerland
| – | -$114K | -1,604 | Closed |
|
|
NRC
133
New Republic Capital
Charlotte,
North Carolina
| – | -$45.7K | -642 | Closed |
|
134
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$17.5K | -245 | Closed |
|
|
BAM
135
Belpointe Asset Management
Reno,
Nevada
| – | -$17.2K | -241 | Closed |
|
|
KM
136
Kalos Management
Alpharetta,
Georgia
| – | -$11.2K | -157 | Closed |
|
137
BlackRock
New York
| – | -$3.35K | -47 | Closed |
|
|
ACA
138
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$2.35K | -33 | Closed |
|
SUSL Hedge Fund Activity: Q2 2023 in Review
121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2023, worth a combined $804M — down 71% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SUSL and 12 opened new positions — a net loss of 5 holders — while 55 trimmed existing stakes and 28 added.
The largest buyer was Envestnet Asset Management, adding an estimated $6.93M. The largest seller was Ilmarinen Mutual Pension Insurance, exiting entirely with an estimated $2B sold.
- 121 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2023, down from 126 in Q1 2023.
- Funds reported $804M of iShares ESG MSCI USA Leaders ETF stock for Q2 2023, down 71% quarter-over-quarter.
- 12 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2023 and 17 closed out, a net change of -5 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $6.93M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2023 was Ilmarinen Mutual Pension Insurance, an estimated $2B sold.
Based on aggregated 13F filings for Q2 2023.