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iShares ESG MSCI USA Leaders ETF

24 hedge funds and large institutions have $1.31B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

85% more funds holding

Funds holding: 1324 (+11)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

2.75% more ownership

Funds ownership: 80.12%82.87% (+2.7%)

15% less capital invested

Capital invested by funds: $1.55B → $1.31B (-$239M)

Holders
24
Holders Change
+11
Holders Change %
+84.62%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
5
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.28B +$42.9M +807,000 +3%
5L
2
55I LLC
Massachusetts
$12.7M +$13.8M +259,359 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.01M +$1.55M +29,196 +20%
RFWA
4
RPg Family Wealth Advisory
Massachusetts
$2.15M +$2.54M +47,760 New
MWM
5
Merriman Wealth Management
Washington
$1.28M -$532K -10,000 -26%
RCS
6
Retirement Capital Strategies
California
$1.1M +$1.3M +24,376 New
Jane Street
7
Jane Street
New York
$685K -$833K -15,652 -51%
RSWM
8
Robertson Stephens Wealth Management
California
$589K +$695K +13,068 New
William Blair & Company
9
William Blair & Company
Illinois
$507K +$156K +2,928 +35%
RJA
10
Raymond James & Associates
Florida
$256K +$302K +5,670 New
PO
11
Private Ocean
California
$243K +$287K +5,401 New
Osaic Holdings
12
Osaic Holdings
Arizona
$135K +$159K +2,992 New
FCM
13
Firestone Capital Management
Florida
$84K +$72.4K +1,360 +267%
Bank of America
14
Bank of America
North Carolina
$65K +$76.9K +1,446 New
IA
15
IFP Advisors
Florida
$46K -$8.83K -166 -14%
ASN
16
Advisory Services Network
Georgia
$17K +$20K +376 New
US Bancorp
17
US Bancorp
Minnesota
$13K +$15.7K +295 New
AA
18
Ancora Advisors
Ohio
$10K +$12K +225 New
UBS Group
19
UBS Group
Switzerland
$9K
FRA
20
Front Row Advisors
California
$5K +$5.32K +100 New
PCIA
21
Prime Capital Investment Advisors
Kansas
$4K +$4.36K +82 New
EIP
22
Ellis Investment Partners
Pennsylvania
$1K
BWA
23
Burt Wealth Advisors
Maryland
$1K +$851 +16 New
FTUS
24
Flow Traders U.S.
New York
-$265K -4,773 Closed
RJFSA
25
Raymond James Financial Services Advisors
Florida
-$231K -4,155 Closed

SUSL Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2020, worth a combined $1.31B — down 15% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SUSL positions and 3 closed out — a net gain of 11 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $42.9M. The largest seller was Jane Street, cutting an estimated $833K.

  • 24 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2020, up from 13 in Q4 2019.
  • Funds reported $1.31B of iShares ESG MSCI USA Leaders ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 14 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2020 and 3 closed out, a net change of +11 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2020 was Ilmarinen Mutual Pension Insurance, an estimated $42.9M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2020 was Jane Street, an estimated $833K sold.

Based on aggregated 13F filings for Q1 2020.