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iShares ESG MSCI USA Leaders ETF

129 hedge funds and large institutions have $818M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

6.83% more ownership

Funds ownership: 69.02%75.86% (+6.8%)

7% more funds holding

Funds holding: 121129 (+8)

2% more capital invested

Capital invested by funds: $804M → $818M (+$13.8M)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
40
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$474M
JP Morgan Chase
2
JP Morgan Chase
New York
$57.7M -$697K -8,905 -1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$36M +$8.38M +107,032 +29%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.9M +$7.05M +90,091 +26%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M -$266K -3,401 -1%
Creative Planning
6
Creative Planning
Kansas
$17.7M +$609K +7,783 +3%
AF
7
Allworth Financial
California
$12.7M +$2.6M +33,157 +25%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$5.12M +65,403 +72%
FAAM
9
First Ascent Asset Management
Colorado
$10.6M +$1.24M +15,787 +13%
Principal Financial Group
10
Principal Financial Group
Iowa
$9.26M +$3.55M +45,375 +59%
WP
11
WealthSource Partners
California
$7.98M -$90K -1,150 -1%
OWA
12
One Wealth Advisors
California
$7.53M +$185K +2,364 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$7.49M +$3.85M +49,207 +98%
CCWA
14
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.25M -$169K -2,154 -3%
WAL
15
W Advisors LLC
Tennessee
$5.77M -$4.46K -57 -0.1%
Bank of America
16
Bank of America
North Carolina
$5.74M -$152K -1,937 -2%
EI
17
Ellevest Inc
New York
$5.29M +$5.49M +70,138 New
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$5.25M +$422K +5,394 +8%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.2M -$825K -10,545 -13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.76M -$106K -1,348 -3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.34M +$185K +2,370 +6%
BFA
22
Bluestem Financial Advisors
Illinois
$3.06M +$17.3K +221 +0.5%
RSWM
23
Robertson Stephens Wealth Management
California
$2.46M +$425K +5,435 +20%
RCS
24
Retirement Capital Strategies
California
$2.25M +$1.75M +22,343 +299%
KWM
25
Keebeck Wealth Management
Illinois
$2.23M -$44.1K -564 -2%

SUSL Hedge Fund Activity: Q3 2023 in Review

129 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2023, worth a combined $818M — up 1.7% from $804M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SUSL positions and 11 closed out — a net gain of 8 holders — while 40 added to existing stakes and 46 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $8.38M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.11M sold.

  • 129 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2023, up from 121 in Q2 2023.
  • Funds reported $818M of iShares ESG MSCI USA Leaders ETF stock for Q3 2023, up 1.7% quarter-over-quarter.
  • 19 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2023 and 11 closed out, a net change of +8 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2023 was Mercer Global Advisors, an estimated $8.38M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2023 was Citadel Advisors, an estimated $3.11M sold.

Based on aggregated 13F filings for Q3 2023.