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iShares ESG MSCI USA Leaders ETF

108 hedge funds and large institutions have $3.02B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more funds holding

Funds holding: 90108 (+18)

7.61% more ownership

Funds ownership: 73.83%81.45% (+7.6%)

8% less capital invested

Capital invested by funds: $3.29B → $3.02B (-$268M)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
43
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
51
Private Capital Management (Colorado)
Colorado
$781K +$60.6K +775 +9%
PO
52
Private Ocean
California
$747K +$48.1K +616 +7%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$712K +$245K +3,135 +54%
RJA
54
Raymond James & Associates
Florida
$683K
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$681K +$73.5K +941 +12%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$597K +$25.6K +328 +5%
MFA
57
Mayflower Financial Advisors
Massachusetts
$595K +$587K +7,514 New
ICM
58
IMS Capital Management
Oregon
$584K +$134K +1,720 +30%
DAS
59
Dynamic Advisor Solutions
Arizona
$560K -$93.5K -1,197 -14%
TCM
60
Triumph Capital Management
Colorado
$536K +$325K +4,156 +159%
OCM
61
One Capital Management
California
$512K +$184K +2,351 +57%
EVM
62
Eaton Vance Management
Massachusetts
$491K
KFP
63
KB Financial Partners
New Jersey
$477K -$9.61K -123 -2%
COCM
64
Charter Oak Capital Management
New Hampshire
$436K
HFA
65
High Falls Advisors
New York
$406K +$400K +5,124 New
EWA
66
EverSource Wealth Advisors
Alabama
$399K +$395K +5,049 New
WBG
67
Wharton Business Group
Pennsylvania
$398K +$393K +5,030 New
WF
68
Welch & Forbes
Massachusetts
$386K +$381K +4,876 New
D
69
Dentgroup
Louisiana
$377K +$372K +4,762 New
RCS
70
Retirement Capital Strategies
California
$373K
OFG
71
Omega Financial Group
California
$351K +$57.4K +734 +20%
AWM
72
Aries Wealth Management
Maine
$351K +$346K +4,428 New
TCA
73
Transcend Capital Advisors
New Jersey
$330K +$326K +4,172 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$312K +$308K +3,942 New
LWAC
75
Laurel Wealth Advisors (California)
California
$306K +$302K +3,868 New

SUSL Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2022, worth a combined $3.02B — down 8.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSL positions and 11 closed out — a net gain of 20 holders — while 43 added to existing stakes and 19 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $107M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $133M.

  • 108 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2022, up from 90 in Q4 2021.
  • Funds reported $3.02B of iShares ESG MSCI USA Leaders ETF stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2022 and 11 closed out, a net change of +20 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $107M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2022 was Ilmarinen Mutual Pension Insurance, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2022.