iShares ESG MSCI USA Leaders ETF
SUSL
155 hedge funds and large institutions have $898M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 47
8% more capital invested
Capital invested by funds: $830M → $898M (+$67.6M)
7% more funds holding
Funds holding: 145 → 155 (+10)
0.42% less ownership
Funds ownership: 80.11% → 79.69% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.9M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.5M |
| 3 |
Goldman Sachs
New York
|
+$6.89M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.47M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$7.02M |
| 2 |
JP Morgan Chase
New York
|
-$3.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.95M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.7M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
151
HHM Wealth Advisors
Chattanooga,
Tennessee
| $13.9K | – | – | – |
|
|
CTWM
152
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $9.95K | – | – | – |
|
|
OSAM
153
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $6.31K | +$5.89K | +60 | +6,000% |
|
|
MCM
154
Manchester Capital Management
Manchester,
Vermont
| $310 | – | – | – |
|
|
AWM
155
Abound Wealth Management
Franklin,
Tennessee
| $306 | +$294 | +3 | New |
|
|
RFWA
156
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$7.02M | -72,006 | Closed |
|
|
T
157
TCWP
Beachwood,
Ohio
| – | -$733K | -7,528 | Closed |
|
|
TLFA
158
True Link Financial Advisors
San Francisco,
California
| – | -$390K | -3,999 | Closed |
|
|
MRC
159
Millburn Ridgefield Corp
New York
| – | -$172K | -1,767 | Closed |
|
160
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$22.4K | -230 | Closed |
|
|
SWM
161
Spire Wealth Management
Mclean,
Virginia
| – | -$8.18K | -84 | Closed |
|
|
KFS
162
Kelly Financial Services
Braintree,
Massachusetts
| – | -$1.27K | -13 | Closed |
|
SUSL Hedge Fund Activity: Q3 2024 in Review
155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2024, worth a combined $898M — up 8.1% from $830M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SUSL positions and 7 closed out — a net gain of 12 holders — while 52 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $9.9M. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $7.02M sold.
- 155 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2024, up from 145 in Q2 2024.
- Funds reported $898M of iShares ESG MSCI USA Leaders ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
- 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2024 and 7 closed out, a net change of +12 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $9.9M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2024 was RPg Family Wealth Advisory, an estimated $7.02M sold.
Based on aggregated 13F filings for Q3 2024.