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iShares ESG MSCI USA Leaders ETF
SUSL

39 hedge funds and large institutions have $2.27B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

18% more funds holding

Funds holding: 33 → 39 (+6)

12% more capital invested

Capital invested by funds: $2.04B → $2.27B (+$237M)

0.21% more ownership

Funds ownership: 80.59% → 80.8% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
11
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FI
FormulaFolio Investments
Michigan
+$1.82M
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$868K
3
Bank of America
Bank of America
North Carolina
+$823K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$579K
5
BCM
Brookstone Capital Management
Illinois
+$490K

Top Sellers

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
-$9.55M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$4.4M
3
Jane Street
Jane Street
New York
-$1.55M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
5
TRCT
Tower Research Capital (TRC)
New York
-$760K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$287K +$271K +4,412 New
Stifel Financial
27
Stifel Financial
Missouri
$273K +$258K +4,198 New
PA
28
Parallel Advisors
California
$155K – – –
FCM
29
Firestone Capital Management
Florida
$153K +$3.38K +55 +2%
ASN
30
Advisory Services Network
Georgia
$95K +$10.2K +166 +13%
IA
31
IFP Advisors
Florida
$65K – – –
BWM
32
BerganKDV Wealth Management
Minnesota
$42K +$39.3K +640 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$35K +$33.1K +539 New
AA
34
Ancora Advisors
Ohio
$28K – – –
FRA
35
Front Row Advisors
California
$13K – – –
AWA
36
Arkadios Wealth Advisors
Georgia
$10K +$9.83K +160 New
EIP
37
Ellis Investment Partners
Pennsylvania
$2K +$61 +1 +3%
BWA
38
Burt Wealth Advisors
Maryland
$1K – – –
Jane Street
39
Jane Street
New York
– -$1.55M -26,574 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$760K -13,072 Closed
FTUS
41
Flow Traders U.S.
New York
– -$304K -5,222 Closed
UBS Group
42
UBS Group
Switzerland
– -$12.2K -199 -100%
ST
43
Sageworth Trust
Pennsylvania
– -$3K -58 Closed
Wells Fargo
44
Wells Fargo
California
– -$61 -1 Closed
1
2

SUSL Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2020, worth a combined $2.27B — up 12% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SUSL positions and 5 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $1.82M. The largest seller was 55I LLC, cutting an estimated $9.55M.

  • 39 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2020, up from 33 in Q3 2020.
  • Funds reported $2.27B of iShares ESG MSCI USA Leaders ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 12 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $1.82M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2020 was 55I LLC, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2020.