iShares ESG MSCI USA Leaders ETF
SUSL
138 hedge funds and large institutions have $838M invested in iShares ESG MSCI USA Leaders ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
26% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 43
7% more funds holding
Funds holding: 129 → 138 (+9)
2% more capital invested
Capital invested by funds: $818M → $838M (+$19.8M)
0.92% less ownership
Funds ownership: 75.86% → 74.94% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.71M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.13M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.48M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOI
Bank of Italy
Rome,
Italy
|
-$105M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.48M |
| 3 |
JP Morgan Chase
New York
|
-$1.42M |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
-$766K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$675K |
SUSL Hedge Fund Activity: Q4 2023 in Review
138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2023, worth a combined $838M — up 2.4% from $818M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SUSL positions and 4 closed out — a net gain of 13 holders — while 54 added to existing stakes and 43 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $8.71M. The largest seller was Bank of Italy, cutting an estimated $105M.
- 138 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2023, up from 129 in Q3 2023.
- Funds reported $838M of iShares ESG MSCI USA Leaders ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
- 17 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2023 and 4 closed out, a net change of +13 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2023 was Mercer Global Advisors, an estimated $8.71M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2023 was Bank of Italy, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2023.