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iShares ESG MSCI USA Leaders ETF
SUSL

60 hedge funds and large institutions have $3.03B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more capital invested

Capital invested by funds: $2.92B → $3.03B (+$108M)

2% less funds holding

Funds holding: 61 → 60 (-1)

2.51% less ownership

Funds ownership: 81.2% → 78.69% (-2.5%)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
31
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$46.4M
2
SR
Swiss Re
Switzerland
+$31.8M
3
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$13.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
5
FAAM
First Ascent Asset Management
Colorado
+$2.42M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.95M
2
Morgan Stanley
Morgan Stanley
New York
-$628K
3
Truist Financial
Truist Financial
North Carolina
-$484K
4
Jane Street
Jane Street
New York
-$419K
5
TRCT
Tower Research Capital (TRC)
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
26
Private Ocean
California
$807K +$1.48K +19 +0.2%
CAG
27
Csenge Advisory Group
Florida
$790K +$255K +3,281 +46%
DAS
28
Dynamic Advisor Solutions
Arizona
$725K +$27.4K +352 +4%
RJA
29
Raymond James & Associates
Florida
$695K -$8.63K -111 -1%
BDF
30
Balasa Dinverno & Foltz
$652K +$113K +1,457 +20%
SFG
31
SNS Financial Group
Minnesota
$616K +$322K +4,147 +103%
RSWM
32
Robertson Stephens Wealth Management
California
$592K – – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$564K -$13.8K -177 -2%
CFSG
34
Community Financial Services Group
Vermont
$562K +$55.2K +710 +11%
TRCT
35
Tower Research Capital (TRC)
New York
$559K -$264K -3,397 -31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$513K -$120K -1,549 -19%
PCMC
37
Private Capital Management (Colorado)
Colorado
$506K +$28K +360 +6%
EVM
38
Eaton Vance Management
Massachusetts
$468K +$482K +6,200 New
KFP
39
KB Financial Partners
New Jersey
$432K +$49.3K +635 +12%
RCS
40
Retirement Capital Strategies
California
$370K – – –
COCM
41
Charter Oak Capital Management
New Hampshire
$340K +$194K +2,500 +125%
Stifel Financial
42
Stifel Financial
Missouri
$334K -$28.6K -368 -8%
OCM
43
One Capital Management
California
$311K +$1.94K +25 +0.6%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$309K +$3.11K +40 +1%
DT
45
Diversified Trust
Tennessee
$305K – – –
WA
46
Wealth Alliance
New York
$253K -$2.25K -29 -0.9%
AF
47
Allworth Financial
California
$244K +$251K +3,230 New
FCM
48
Firestone Capital Management
Florida
$210K – – –
PA
49
Parallel Advisors
California
$209K – – –
TCM
50
Triumph Capital Management
Colorado
$202K – – –
1
2
3

SUSL Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2021, worth a combined $3.03B — up 3.7% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SUSL positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $46.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.95M sold.

  • 60 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2021, down from 61 in Q2 2021.
  • Funds reported $3.03B of iShares ESG MSCI USA Leaders ETF stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 7 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2021 was Wells Fargo, an estimated $46.4M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2021 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2021.