iShares ESG MSCI USA Leaders ETF
SUSL
13 hedge funds and large institutions have $1.55B invested in iShares ESG MSCI USA Leaders ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
86% more funds holding
Funds holding: 7 → 13 (+6)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
15% more capital invested
Capital invested by funds: $1.35B → $1.55B (+$197M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.02% less ownership
Funds ownership: 85.15% → 80.12% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
+$78.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.34M |
| 3 |
Jane Street
New York
|
+$1.29M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$443K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IMPI
1
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| $1.54B | +$78.5M | +1,473,965 | +6% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8.25M | +$7.34M | +137,752 | +1,280% |
|
|
MWM
3
Merriman Wealth Management
Seattle,
Washington
| $2.14M | – | – | – |
|
|
4
Jane Street
New York
| $1.71M | +$1.29M | +24,174 | +362% |
|
|
5
William Blair & Company
Chicago,
Illinois
| $462K | +$443K | +8,321 | New |
|
|
FTUS
6
Flow Traders U.S.
New York
| $265K | +$254K | +4,773 | New |
|
|
RJFSA
7
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $231K | -$11.2K | -210 | -5% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $162K | -$2.02M | -37,837 | -93% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $65K | +$62.3K | +1,169 | New |
|
|
FCM
10
Firestone Capital Management
Coral Gables,
Florida
| $28K | +$27.2K | +510 | New |
|
11
UBS Group
Zurich,
Switzerland
| $11K | – | – | – |
|
|
EIP
12
Ellis Investment Partners
Berwyn,
Pennsylvania
| $2K | +$1.92K | +36 | New |
|
13
Wells Fargo
San Francisco,
California
| – | +$53 | +1 | New |
|
SUSL Hedge Fund Activity: Q4 2019 in Review
13 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2019, worth a combined $1.55B — up 15% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SUSL positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $78.5M. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.02M.
- 13 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $1.55B of iShares ESG MSCI USA Leaders ETF stock for Q4 2019, up 15% quarter-over-quarter.
- 6 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2019 and 0 closed out, a net change of +6 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2019 was Ilmarinen Mutual Pension Insurance, an estimated $78.5M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2019 was Tower Research Capital (TRC), an estimated $2.02M sold.
Based on aggregated 13F filings for Q4 2019.