iShares ESG MSCI USA Leaders ETF
SUSL
53 hedge funds and large institutions have $2.63B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 5 closing their positions.
633% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 3
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
36% more funds holding
Funds holding: 39 → 53 (+14)
16% more capital invested
Capital invested by funds: $2.27B → $2.63B (+$357M)
1.6% more ownership
Funds ownership: 80.8% → 82.4% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
+$158M |
| 2 |
Goldman Sachs
New York
|
+$33.4M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$2.33M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.48M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$1.92M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$287K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$272K |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$101K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
51
Front Row Advisors
Tiburon,
California
| $15K | +$1.01K | +15 | +8% |
|
|
EIP
52
Ellis Investment Partners
Berwyn,
Pennsylvania
| $3K | – | – | – |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $2.15K | +$2.08K | +31 | New |
|
|
FI
54
FormulaFolio Investments
Grand Rapids,
Michigan
| – | -$1.92M | -29,600 | Closed |
|
|
55
Creative Planning
Overland Park,
Kansas
| – | -$287K | -4,412 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$95K | -1,464 | Closed |
|
|
BWM
57
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$42K | -640 | Closed |
|
|
BWA
58
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$1K | -16 | Closed |
|
SUSL Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2021, worth a combined $2.63B — up 16% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SUSL positions and 5 closed out — a net gain of 16 holders — while 22 added to existing stakes and 3 trimmed.
The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $158M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $1.92M sold.
- 53 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2021, up from 39 in Q4 2020.
- Funds reported $2.63B of iShares ESG MSCI USA Leaders ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 21 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2021 and 5 closed out, a net change of +16 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2021 was Ilmarinen Mutual Pension Insurance, an estimated $158M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $1.92M sold.
Based on aggregated 13F filings for Q1 2021.