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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
CWS
51
Cypress Wealth Services
California
$370K +$359K +4,390 New
OCM
52
One Capital Management
California
$348K – – –
DT
53
Diversified Trust
Tennessee
$336K -$4.08K -50 -1%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$319K -$25.8K -316 -8%
FCM
55
Firestone Capital Management
Florida
$313K +$74.7K +914 +33%
OFG
56
Omega Financial Group
California
$312K +$302K +3,694 New
WA
57
Wealth Alliance
New York
$283K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$277K -$336K -4,113 -56%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$266K +$258K +3,156 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$243K +$236K +2,884 New
UAS
61
United Asset Strategies
New York
$234K +$227K +2,773 New
PA
62
Parallel Advisors
California
$233K – – –
TCM
63
Triumph Capital Management
Colorado
$220K -$5.64K -69 -3%
OWA
64
One Wealth Advisors
California
$220K +$213K +2,613 New
AWA
65
Arkadios Wealth Advisors
Georgia
$215K +$12.3K +151 +6%
PAS
66
Park Avenue Securities
New York
$211K +$204K +2,499 New
FG
67
Foster Group
Iowa
$210K +$203K +2,489 New
CA
68
Cornerstone Advisory
Maryland
$202K +$196K +2,402 New
MKA
69
M. Kulyk & Associates
Georgia
$200K +$194K +2,376 New
CA
70
Clearstead Advisors
Ohio
$130K +$125K +1,536 New
MCC
71
Money Concepts Capital
Florida
$102K +$98.4K +1,205 New
IA
72
IFP Advisors
Florida
$85K – – –
Morgan Stanley
73
Morgan Stanley
New York
$70K +$62.7K +768 +1,280%
EWM
74
Elmwood Wealth Management
California
$63K +$61.3K +750 New
CT
75
Cambridge Trust
Massachusetts
$59K +$57.2K +700 New
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.