iShares ESG MSCI USA Leaders ETF
SUSL
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.
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: 121 → 129 (+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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.05M |
| 3 |
EI
Ellevest Inc
New York
|
+$5.49M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.12M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.11M |
| 2 |
T
TCWP
Beachwood,
Ohio
|
-$2.41M |
| 3 |
Jane Street
New York
|
-$1.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$825K |
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.