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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
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2B +$103M +1,493,448 +6%
BOI
2
Bank of Italy
Italy
$448M
SR
3
Swiss Re
Switzerland
$75.7M
JP Morgan Chase
4
JP Morgan Chase
New York
$61.5M -$11.2M -162,156 -16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24.9M -$18.8K -271 -0.1%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$19.6M +$8.32M +120,131 +77%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.9M -$21.4M -309,542 -55%
Creative Planning
8
Creative Planning
Kansas
$16.4M +$2.84M +40,999 +22%
Bank of America
9
Bank of America
North Carolina
$9.15M -$19.8K -286 -0.2%
AF
10
Allworth Financial
California
$8.04M +$1.2M +17,295 +18%
FAAM
11
First Ascent Asset Management
Colorado
$8.03M +$412K +5,947 +6%
WP
12
WealthSource Partners
California
$7.74M -$515K -7,431 -6%
OWA
13
One Wealth Advisors
California
$7.66M -$189K -2,733 -2%
IWC
14
Integrated Wealth Concepts
Massachusetts
$6.7M +$206K +2,979 +3%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.1M +$639K +9,223 +12%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$5.61M +$1.32M +19,023 +32%
Principal Financial Group
17
Principal Financial Group
Iowa
$5.52M +$5.36M +77,414 New
WAL
18
W Advisors LLC
Tennessee
$5.47M -$16.8K -242 -0.3%
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$4.58M +$386K +5,579 +10%
MOS
20
MGO One Seven
Ohio
$3.28M +$3.19M +46,043 New
T
21
TCWP
Ohio
$3.28M -$882K -12,730 -22%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.16M -$1.72M -24,775 -36%
BFA
23
Bluestem Financial Advisors
Illinois
$2.93M +$20K +289 +0.7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.59M +$923K +13,322 +58%
BCM
25
Brookstone Capital Management
Illinois
$2.17M -$178K -2,569 -8%

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.