SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

145 hedge funds and large institutions have $830M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
40
Reduced
58
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$71.8M
4
OIA
4
OneDigital Investment Advisors
Kansas
$8.29M
5
SWA
5
Sax Wealth Advisors
New Jersey
$2.83M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$312M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59.2M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$8.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$312M 3,201,532 -1,753,719 -35%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$71.8M 739,624 +74,656 +11%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.5M 672,387 +76,347 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$59.2M 607,660 -71,901 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.8M 336,943 +2,442 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$28.8M 295,618 +81,445 +38%
Creative Planning
7
Creative Planning
Kansas
$20.9M 214,157 -712 -0.3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20.6M 211,358 -2,514 -1%
AF
9
Allworth Financial
California
$19M 195,000 +3,782 +2%
GM
10
GeoWealth Management
Illinois
$17.1M 175,048 -6,373 -4%
SA
11
Sanctuary Advisors
Indiana
$9.6M 105,445 +105,445 New
EI
12
Ellevest Inc
New York
$9.11M 93,514 +10,407 +13%
Principal Financial Group
13
Principal Financial Group
Iowa
$8.4M 86,167 -36,622 -30%
OIA
14
OneDigital Investment Advisors
Kansas
$8.29M 85,063 +67,719 +390%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.05M 82,592 +8,654 +12%
OWA
16
One Wealth Advisors
California
$7.75M 82,355 -6,751 -8%
Bank of America
17
Bank of America
North Carolina
$7.28M 74,731 -221 -0.3%
RFWA
18
RPg Family Wealth Advisory
Massachusetts
$7.02M 72,006 -412 -0.6%
WAL
19
W Advisors LLC
Tennessee
$6.99M 71,714 -1,144 -2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.62M 57,669 +342 +0.6%
IWC
21
Integrated Wealth Concepts
Massachusetts
$4.49M 46,040 -11,363 -20%
ACA
22
Aptus Capital Advisors
Alabama
$4.13M 42,376 -138 -0.3%
BFA
23
Bluestem Financial Advisors
Illinois
$3.78M 38,818 -344 -0.9%
RSWM
24
Robertson Stephens Wealth Management
California
$3.57M 36,687 +394 +1%
RCS
25
Retirement Capital Strategies
California
$3.56M 36,566 +18,461 +102%
1
2 3 4 5