iShares ESG MSCI USA Leaders ETF
SUSL
30 hedge funds and large institutions have $1.9B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
45% more capital invested
Capital invested by funds: $1.31B → $1.9B (+$592M)
25% more funds holding
Funds holding: 24 → 30 (+6)
0.15% more ownership
Funds ownership: 82.87% → 83.01% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOI
Bank of Italy
Rome,
Italy
|
+$322M |
| 2 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$6.55M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$3.1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.64M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$17.1M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$3.07M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.28M |
| 4 |
Jane Street
New York
|
-$685K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| $14K | +$12.8K | +250 | New |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $12K | – | – | – |
|
|
FRA
28
Front Row Advisors
Tiburon,
California
| $11K | +$5.12K | +100 | +100% |
|
|
BWA
29
Burt Wealth Advisors
North Bethesda,
Maryland
| $1K | – | – | – |
|
|
EIP
30
Ellis Investment Partners
Berwyn,
Pennsylvania
| $1K | – | – | – |
|
|
MWM
31
Merriman Wealth Management
Seattle,
Washington
| – | -$1.28M | -28,500 | Closed |
|
|
32
Jane Street
New York
| – | -$685K | -15,199 | Closed |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$17K | -376 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$13K | -295 | Closed |
|
|
PCIA
35
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$4K | -82 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$102 | -2 | Closed |
|
SUSL Hedge Fund Activity: Q2 2020 in Review
30 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2020, worth a combined $1.9B — up 45% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SUSL positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Bank of Italy, opening a new position worth an estimated $322M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $17.1M.
- 30 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2020, up from 24 in Q1 2020.
- Funds reported $1.9B of iShares ESG MSCI USA Leaders ETF stock for Q2 2020, up 45% quarter-over-quarter.
- 12 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2020 and 6 closed out, a net change of +6 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2020 was Bank of Italy, an estimated $322M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2020 was Ilmarinen Mutual Pension Insurance, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2020.