iShares ESG MSCI USA Leaders ETF
SUSL
7 hedge funds and large institutions have $1.35B invested in iShares ESG MSCI USA Leaders ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
12,787% more capital invested
Capital invested by funds: $10.5M → $1.35B (+$1.34B)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
84.4% more ownership
Funds ownership: 0.75% → 85.15% (+84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$1.96M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.85M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$548K |
| 4 |
Jane Street
New York
|
+$340K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IMPI
1
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| $1.35B | +$1.34B | +26,208,915 | New |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $2.1M | +$1.85M | +36,261 | +807% |
|
|
MWM
3
Merriman Wealth Management
Seattle,
Washington
| $1.98M | +$1.96M | +38,500 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $554K | +$548K | +10,759 | New |
|
|
5
Jane Street
New York
| $344K | +$340K | +6,677 | New |
|
|
RJFSA
6
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $225K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $10K | +$10.2K | +200 | New |
|
|
8
BlackRock
New York
| – | -$10.1M | -200,000 | Closed |
|
SUSL Hedge Fund Activity: Q3 2019 in Review
7 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2019, worth a combined $1.35B — up 12,787% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SUSL positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $1.96M. The largest seller was BlackRock, exiting entirely with an estimated $10.1M sold.
- 7 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2019, up from 3 in Q2 2019.
- Funds reported $1.35B of iShares ESG MSCI USA Leaders ETF stock for Q3 2019, up 12,787% quarter-over-quarter.
- 5 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2019 and 1 closed out, a net change of +4 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2019 was Merriman Wealth Management, an estimated $1.96M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2019 was BlackRock, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2019.