iShares ESG MSCI USA Leaders ETF
SUSL
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.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $838M → $940M (+$102M)
7.17% more ownership
Funds ownership: 74.94% → 82.11% (+7.2%)
5% more funds holding
Funds holding: 138 → 145 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
51% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$15.9M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.01M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.03M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$6.06M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.06M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.03M |
| 5 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$911K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
151
WealthShield Partners
Cary,
North Carolina
| – | -$45.5K | -539 | Closed |
|
152
UBS Group
Zurich,
Switzerland
| – | -$8.19K | -97 | Closed |
|
SUSL Hedge Fund Activity: Q1 2024 in Review
145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2024, worth a combined $940M — up 12% from $838M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SUSL positions and 7 closed out — a net gain of 11 holders — while 30 added to existing stakes and 61 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $15.9M. The largest seller was JP Morgan Chase, cutting an estimated $6.06M.
- 145 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $940M of iShares ESG MSCI USA Leaders ETF stock for Q1 2024, up 12% quarter-over-quarter.
- 18 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2024 and 7 closed out, a net change of +11 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2024 was GeoWealth Management, an estimated $15.9M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2024 was JP Morgan Chase, an estimated $6.06M sold.
Based on aggregated 13F filings for Q1 2024.