iShares ESG MSCI USA Leaders ETF
SUSL
33 hedge funds and large institutions have $2.04B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
10% more funds holding
Funds holding: 30 → 33 (+3)
7% more capital invested
Capital invested by funds: $1.9B → $2.04B (+$134M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.42% less ownership
Funds ownership: 83.01% → 80.59% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.55M |
| 2 |
Jane Street
New York
|
+$1.53M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$752K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$413K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$11.5M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$3.28M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.08M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$474K |
| 5 |
Citigroup
New York
|
-$60K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Elmwood Wealth Management
Berkeley,
California
| $41K | – | – | – |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $25K | +$11.5K | +200 | +89% |
|
|
FRA
28
Front Row Advisors
Tiburon,
California
| $13K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $12K | -$49.4K | -858 | -81% |
|
|
ST
30
Sageworth Trust
Lancaster,
Pennsylvania
| $3K | +$3.34K | +58 | New |
|
|
EIP
31
Ellis Investment Partners
Berwyn,
Pennsylvania
| $2K | – | – | – |
|
|
BWA
32
Burt Wealth Advisors
North Bethesda,
Maryland
| $1K | – | – | – |
|
|
BAAM
33
Baker Avenue Asset Management
San Francisco,
California
| – | -$3.28M | -60,645 | Closed |
|
|
34
Citigroup
New York
| – | -$60K | -1,100 | Closed |
|
|
PAG
35
Private Advisor Group
Morristown,
New Jersey
| – | -$14K | -250 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | +$58 | +1 | New |
|
SUSL Hedge Fund Activity: Q3 2020 in Review
33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2020, worth a combined $2.04B — up 7% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SUSL positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.55M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $11.5M.
- 33 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2020, up from 30 in Q2 2020.
- Funds reported $2.04B of iShares ESG MSCI USA Leaders ETF stock for Q3 2020, up 7% quarter-over-quarter.
- 6 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2020 and 3 closed out, a net change of +3 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $1.55M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2020 was Ilmarinen Mutual Pension Insurance, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2020.