We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF
SUSL

90 hedge funds and large institutions have $3.29B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

50% more funds holding

Funds holding: 60 → 90 (+30)

8% more capital invested

Capital invested by funds: $3.03B → $3.29B (+$254M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.86% less ownership

Funds ownership: 78.69% → 73.83% (-4.9%)

Holders
90
Holders Change
+30
Holders Change %
+50%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
31
Increased
30
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$58.7M
2
FIG
FundX Investment Group
California
+$3.09M
3
AF
Allworth Financial
California
+$2.77M
4
Creative Planning
Creative Planning
Kansas
+$1.99M
5
5L
55I LLC
Massachusetts
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$180M
2
FTUS
Flow Traders U.S.
New York
-$3.42M
3
TLFA
True Link Financial Advisors
California
-$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$394K
5
TRCT
Tower Research Capital (TRC)
New York
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.47M – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$323K +3,958 +33%
BDF
28
Balasa Dinverno & Foltz
$1.34M +$594K +7,274 +84%
FF
29
Friedenthal Financial
New Jersey
$1.23M +$41.1K +503 +4%
William Blair & Company
30
William Blair & Company
Illinois
$1.21M +$1.31K +16 +0.1%
FWP
31
Firethorn Wealth Partners
Georgia
$948K +$918K +11,241 New
SFG
32
SNS Financial Group
Minnesota
$941K +$244K +2,992 +37%
CFSG
33
Community Financial Services Group
Vermont
$926K +$289K +3,537 +48%
KM
34
Kalos Management
Georgia
$898K +$57.3K +701 +7%
PCMC
35
Private Capital Management (Colorado)
Colorado
$767K +$195K +2,392 +36%
PO
36
Private Ocean
California
$744K -$153K -1,867 -17%
RJA
37
Raymond James & Associates
Florida
$728K -$46.7K -572 -6%
CIAS
38
CFS Investment Advisory Services
New Jersey
$726K +$750K +9,182 New
DAS
39
Dynamic Advisor Solutions
Arizona
$698K -$109K -1,331 -14%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$677K +$656K +8,028 New
RSWM
41
Robertson Stephens Wealth Management
California
$662K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$646K +$14.5K +178 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$608K +$34.1K +418 +6%
CAG
44
Csenge Advisory Group
Florida
$533K -$268K -3,281 -32%
EVM
45
Eaton Vance Management
Massachusetts
$523K – – –
KFP
46
KB Financial Partners
New Jersey
$519K +$35.1K +430 +8%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$493K +$295K +3,612 +162%
ICM
48
IMS Capital Management
Oregon
$477K +$462K +5,650 New
COCM
49
Charter Oak Capital Management
New Hampshire
$464K +$81.7K +1,000 +22%
RCS
50
Retirement Capital Strategies
California
$413K – – –
1
2
3 4

SUSL Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2021, worth a combined $3.29B — up 8.4% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSL positions and 1 closed out — a net gain of 30 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $58.7M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $180M.

  • 90 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $3.29B of iShares ESG MSCI USA Leaders ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2021 and 1 closed out, a net change of +30 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2021 was Wells Fargo, an estimated $58.7M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2021 was Ilmarinen Mutual Pension Insurance, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.