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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
DT
76
Diversified Trust
Tennessee
$302K -$13.3K -170 -4%
FCM
77
Firestone Capital Management
Florida
$302K +$8.28K +106 +3%
KWM
78
Keebeck Wealth Management
Illinois
$296K +$292K +3,735 New
Bank of New York Mellon
79
Bank of New York Mellon
New York
$278K -$21.1K -270 -7%
JP Morgan Chase
80
JP Morgan Chase
New York
$273K +$269K +3,437 New
UAS
81
United Asset Strategies
New York
$251K +$31.4K +402 +14%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$248K -$1.56K -20 -0.6%
MML Investors Services
83
MML Investors Services
Massachusetts
$231K +$228K +2,916 New
PA
84
Parallel Advisors
California
$222K
CAN
85
Cetera Advisor Networks
California
$222K +$219K +2,803 New
FG
86
Foster Group
Iowa
$216K +$18.6K +238 +10%
BAM
87
Belpointe Asset Management
Nevada
$158K +$156K +1,999 New
CA
88
Clearstead Advisors
Ohio
$146K +$24.2K +310 +20%
MRC
89
Millburn Ridgefield Corp
New York
$110K +$109K +1,390 New
GIA
90
GHP Investment Advisors
Colorado
$77K +$75.7K +969 New
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$71K +$69.6K +891 New
CT
92
Cambridge Trust
Massachusetts
$55K
DWMG
93
DB Wealth Management Group
California
$49K
IA
94
IFP Advisors
Florida
$44K -$7.42K -95 -9%
MCC
95
Money Concepts Capital
Florida
$36K -$58.6K -750 -62%
Morgan Stanley
96
Morgan Stanley
New York
$34K -$31.3K -400 -48%
AA
97
Ancora Advisors
Ohio
$34K
FRA
98
Front Row Advisors
California
$28K
GRP
99
Global Retirement Partners
California
$28K +$32.3K +413 New
APA
100
American Portfolios Advisors
New York
$24K -$2.42K -31 -9%

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.