SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

158 hedge funds and large institutions have $759M invested in iShares ESG MSCI USA Leaders ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 63 reducing their positions, and 12 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
47
Reduced
63
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$84M
3
IAA
3
Independent Advisor Alliance
North Carolina
$2.8M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$87.9M
5
RSWM
5
Robertson Stephens Wealth Management
California
$6.19M

Top Sellers

1
BOI
1
Bank of Italy
Italy
$170M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.4M
3
GM
3
GeoWealth Management
Illinois
$13.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.18M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BOI
1
Bank of Italy
Italy
$170M 1,653,185 -1,548,347 -48%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$87.9M 853,156 +26,953 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$84M 815,688 +42,467 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$55.4M 537,779 -36,195 -6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.5M 392,822 +51,666 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$35.9M 348,647 -2,794 -0.8%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$24.1M 234,266 +3,121 +1%
Creative Planning
8
Creative Planning
Kansas
$21.8M 211,766 -1,729 -0.8%
AF
9
Allworth Financial
California
$20M 186,617 -8,521 -4%
GM
10
GeoWealth Management
Illinois
$13.9M 135,106 -32,917 -20%
Principal Financial Group
11
Principal Financial Group
Iowa
$11.4M 111,030 +11,072 +11%
EI
12
Ellevest Inc
New York
$11.4M 110,771 +6,860 +7%
SA
13
Sanctuary Advisors
Indiana
$9.15M 86,980 -2,606 -3%
OIA
14
OneDigital Investment Advisors
Kansas
$8.67M 84,139 -11,301 -12%
OWA
15
One Wealth Advisors
California
$8.45M 82,052 +128 +0.2%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.38M 71,585 +591 +0.8%
WAL
17
W Advisors LLC
Tennessee
$7.24M 70,263 -1,451 -2%
Bank of America
18
Bank of America
North Carolina
$7.07M 68,583 -2,677 -4%
RSWM
19
Robertson Stephens Wealth Management
California
$6.19M 60,052 +22,279 +59%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.83M 56,574 -169 -0.3%
BFA
21
Bluestem Financial Advisors
Illinois
$5.34M 51,847 +1,362 +3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.66M 45,199 -767 -2%
ACA
23
Aptus Capital Advisors
Alabama
$4.48M 43,526 -270 -0.6%
SWM
24
SK Wealth Management
Rhode Island
$4.34M 42,109 +7,736 +23%
Goldman Sachs
25
Goldman Sachs
New York
$4.18M 40,550 -29,636 -42%
1
2 3 4 5