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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
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$19K +$11.3K +145 +145%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$18K -$34.4K -440 -67%
CIAS
103
CFS Investment Advisory Services
New Jersey
$17K +$107M +1,363,577 +14,851%
YAL
104
Your Advocates Ltd
Texas
$15K +$14.5K +186 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$9K
FCA
106
FinTrust Capital Advisors
South Carolina
$4K
EIP
107
Ellis Investment Partners
Pennsylvania
$2K
KM
108
Kalos Management
Georgia
-$898K -10,729 Closed
AWA
109
Arkadios Wealth Advisors
Georgia
-$215K -2,548 Closed
PAS
110
Park Avenue Securities
New York
-$211K -2,499 Closed
CA
111
Cornerstone Advisory
Maryland
-$202K -2,402 Closed
MKA
112
M. Kulyk & Associates
Georgia
-$200K -2,376 Closed
EWM
113
Elmwood Wealth Management
California
-$63K -750 Closed
CWS
114
Confluence Wealth Services
Pennsylvania
-$54K -651 Closed
SFM
115
Signet Financial Management
New Jersey
-$50K -590 Closed
UBS Group
116
UBS Group
Switzerland
-$49K -583 Closed
CA
117
CoreCap Advisors
Michigan
-$21K -250 Closed
TC
118
TAP Consulting
Missouri
-$2K -18 Closed
Fidelity Investments
119
Fidelity Investments
Massachusetts
+$78 +1 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.