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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
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$56K +$54K +661 New
CWS
77
Confluence Wealth Services
Pennsylvania
$54K +$53.2K +651 New
DWMG
78
DB Wealth Management Group
California
$52K +$2.7K +33 +6%
SFM
79
Signet Financial Management
New Jersey
$50K +$48.2K +590 New
UBS Group
80
UBS Group
Switzerland
$49K +$47.6K +583 New
AA
81
Ancora Advisors
Ohio
$36K – – –
FRA
82
Front Row Advisors
California
$30K – – –
APA
83
American Portfolios Advisors
New York
$28.2K – – –
CA
84
CoreCap Advisors
Michigan
$21K +$20.4K +250 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$9K +$9.15K +112 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$8K +$8.17K +100 New
GIA
87
Goodwin Investment Advisory
Georgia
$5K +$4.17K +51 New
FCA
88
FinTrust Capital Advisors
South Carolina
$4K +$4.08K +50 New
EIP
89
Ellis Investment Partners
Pennsylvania
$3K +$82 +1 +3%
TC
90
TAP Consulting
Missouri
$2K +$1.47K +18 New
Citigroup
91
Citigroup
New York
– -$28K -368 Closed
1 2 3
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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.