iShares ESG MSCI USA Leaders ETF
SUSL
24 hedge funds and large institutions have $1.31B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more funds holding
Funds holding: 13 → 24 (+11)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
2.75% more ownership
Funds ownership: 80.12% → 82.87% (+2.7%)
15% less capital invested
Capital invested by funds: $1.55B → $1.31B (-$239M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
+$42.9M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$13.8M |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$2.54M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.55M |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$833K |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$532K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$265K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$231K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$162K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| – | -$162K | -2,917 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | +$53 | +1 | +100% |
|
SUSL Hedge Fund Activity: Q1 2020 in Review
24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2020, worth a combined $1.31B — down 15% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SUSL positions and 3 closed out — a net gain of 11 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $42.9M. The largest seller was Jane Street, cutting an estimated $833K.
- 24 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2020, up from 13 in Q4 2019.
- Funds reported $1.31B of iShares ESG MSCI USA Leaders ETF stock for Q1 2020, down 15% quarter-over-quarter.
- 14 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2020 and 3 closed out, a net change of +11 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2020 was Ilmarinen Mutual Pension Insurance, an estimated $42.9M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2020 was Jane Street, an estimated $833K sold.
Based on aggregated 13F filings for Q1 2020.