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iShares ESG MSCI USA Leaders ETF

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.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 126121 (-5)

19.66% less ownership

Funds ownership: 88.68%69.02% (-20%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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)

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
28
Reduced
55
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$486M
JP Morgan Chase
2
JP Morgan Chase
New York
$60M -$6.5M -89,054 -10%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$28.6M +$6.9M +94,556 +34%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$26.8M +$6.93M +94,862 +38%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26M -$936K -12,823 -4%
Creative Planning
6
Creative Planning
Kansas
$17.6M -$257K -3,520 -2%
AF
7
Allworth Financial
California
$10.4M +$1.59M +21,839 +19%
FAAM
8
First Ascent Asset Management
Colorado
$9.69M +$913K +12,509 +11%
WP
9
WealthSource Partners
California
$8.28M -$120K -1,646 -2%
OWA
10
One Wealth Advisors
California
$7.55M -$724K -9,919 -9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$7.01M +$867K +11,880 +15%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.58M -$48.9K -670 -0.8%
IWC
13
Integrated Wealth Concepts
Massachusetts
$6.15M -$1.06M -14,499 -15%
Bank of America
14
Bank of America
North Carolina
$6.04M -$3.67M -50,332 -39%
Principal Financial Group
15
Principal Financial Group
Iowa
$5.99M
WAL
16
W Advisors LLC
Tennessee
$5.93M -$9.56K -131 -0.2%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$4.95M -$18.8K -257 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.97M +$57.2K +784 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$3.88M +$1M +13,705 +38%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.24M -$174K -2,385 -5%
BFA
21
Bluestem Financial Advisors
Illinois
$3.12M -$54.7K -749 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$3.11M +$2.93M +40,186 New
T
23
TCWP
Ohio
$2.95M -$577K -7,901 -17%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.32M +$1.22M +16,649 +124%
KWM
25
Keebeck Wealth Management
Illinois
$2.32M

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.