iShares ESG MSCI USA Leaders ETF
SUSL
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.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
2% more funds holding
Funds holding: 155 → 158 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.11% less ownership
Funds ownership: 79.69% → 76.58% (-3.1%)
16% less capital invested
Capital invested by funds: $898M → $759M (-$139M)
25% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.39M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.43M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$2.84M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.81M |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOI
Bank of Italy
Rome,
Italy
|
-$161M |
| 2 |
JP Morgan Chase
New York
|
-$3.77M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.33M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.17M |
SUSL Hedge Fund Activity: Q4 2024 in Review
158 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2024, worth a combined $759M — down 16% from $898M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SUSL positions and 12 closed out — a net gain of 6 holders — while 47 added to existing stakes and 63 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $5.39M. The largest seller was Bank of Italy, cutting an estimated $161M.
- 158 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2024, up from 155 in Q3 2024.
- Funds reported $759M of iShares ESG MSCI USA Leaders ETF stock for Q4 2024, down 16% quarter-over-quarter.
- 18 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2024 and 12 closed out, a net change of +6 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2024 was Fidelity Investments, an estimated $5.39M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2024 was Bank of Italy, an estimated $161M sold.
Based on aggregated 13F filings for Q4 2024.