SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

Overview Fund Activity

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
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

1
Wells Fargo
1
Wells Fargo
California
$45.2M
2
SR
2
Swiss Re
Switzerland
$26.6M
3
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$2.38B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.87M
5
FAAM
5
First Ascent Asset Management
Colorado
$2.35M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5K
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
Jane Street
4
Jane Street
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
26
Private Ocean
California
$807K +$1.44K +19 +0.2%
CAG
27
Csenge Advisory Group
Florida
$790K +$251K +3,281 +46%
DAS
28
Dynamic Advisor Solutions
Arizona
$725K +$26.6K +352 +4%
RJA
29
Raymond James & Associates
Florida
$695K -$8.38K -111 -1%
BDF
30
Balasa Dinverno & Foltz
$652K +$110K +1,457 +20%
SFG
31
SNS Financial Group
Minnesota
$616K +$313K +4,147 +103%
RSWM
32
Robertson Stephens Wealth Management
California
$592K – – –
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$564K -$13.4K -177 -2%
CFSG
34
Community Financial Services Group
Vermont
$562K +$53.7K +710 +11%
TRCT
35
Tower Research Capital (TRC)
New York
$559K -$257K -3,397 -31%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$513K -$117K -1,549 -19%
PCMC
37
Private Capital Management (Colorado)
Colorado
$506K +$27.2K +360 +6%
EVM
38
Eaton Vance Management
Massachusetts
$468K +$468K +6,200 New
KFP
39
KB Financial Partners
New Jersey
$432K +$48K +635 +12%
RCS
40
Retirement Capital Strategies
California
$370K – – –
COCM
41
Charter Oak Capital Management
New Hampshire
$340K +$189K +2,500 +125%
Stifel Financial
42
Stifel Financial
Missouri
$334K -$27.8K -368 -8%
OCM
43
One Capital Management
California
$311K +$1.88K +25 +0.6%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$309K +$3.02K +40 +1%
DT
45
Diversified Trust
Tennessee
$305K – – –
WA
46
Wealth Alliance
New York
$253K -$2.19K -29 -0.9%
AF
47
Allworth Financial
California
$244K +$244K +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