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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
AWA
51
Arkadios Wealth Advisors
Georgia
$180K +$13.7K +176 +8%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$169K +$174K +2,235 New
IA
53
IFP Advisors
Florida
$76K – – –
DWMG
54
DB Wealth Management Group
California
$44K +$45.6K +587 New
AA
55
Ancora Advisors
Ohio
$32K – – –
Citigroup
56
Citigroup
New York
$28K -$5.13K -66 -15%
FRA
57
Front Row Advisors
California
$27K +$2.33K +30 +9%
APA
58
American Portfolios Advisors
New York
$25.2K +$1.01K +13 +4%
Morgan Stanley
59
Morgan Stanley
New York
$5K -$628K -8,077 -99%
EIP
60
Ellis Investment Partners
Pennsylvania
$2K – – –
OMC
61
Old Mission Capital
Illinois
– -$3.95M -52,569 Closed
Truist Financial
62
Truist Financial
North Carolina
– -$484K -6,450 Closed
Jane Street
63
Jane Street
New York
– -$419K -5,574 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$257K -3,427 Closed
ASN
65
Advisory Services Network
Georgia
– -$101K -1,344 Closed
SWM
66
Spire Wealth Management
Virginia
– -$14K -373 Closed
1 2
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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.