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iShares ESG MSCI USA Leaders ETF

30 hedge funds and large institutions have $1.9B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $1.31B → $1.9B (+$592M)

25% more funds holding

Funds holding: 2430 (+6)

0.15% more ownership

Funds ownership: 82.87%83.01% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.52B -$17.1M -334,000 -1%
BOI
2
Bank of Italy
Italy
$340M +$322M +6,282,081 New
5L
3
55I LLC
Massachusetts
$10.8M -$3.07M -59,968 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$10.2M +$536K +10,470 +6%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$6.92M +$6.55M +128,000 New
BAAM
6
Baker Avenue Asset Management
California
$3.28M +$3.1M +60,645 New
RFWA
7
RPg Family Wealth Advisory
Massachusetts
$2.6M +$14.8K +290 +0.6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.73M +$1.64M +32,018 New
RCS
9
Retirement Capital Strategies
California
$1.36M +$42.2K +824 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.15M +$1.09M +21,301 New
BCM
11
Brookstone Capital Management
Illinois
$1.05M +$995K +19,445 New
RSWM
12
Robertson Stephens Wealth Management
California
$694K -$11.9K -233 -2%
William Blair & Company
13
William Blair & Company
Illinois
$610K +$921 +18 +0.2%
PO
14
Private Ocean
California
$604K +$296K +5,774 +107%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$580K +$549K +10,725 New
Osaic Holdings
16
Osaic Holdings
Arizona
$480K +$301K +5,870 +196%
RJA
17
Raymond James & Associates
Florida
$388K +$76.6K +1,497 +26%
BFA
18
Bluestem Financial Advisors
Illinois
$267K +$252K +4,932 New
PA
19
Parallel Advisors
California
$129K +$122K +2,385 New
FCM
20
Firestone Capital Management
Florida
$125K +$22.2K +434 +23%
IA
21
IFP Advisors
Florida
$101K +$46.6K +911 +91%
Bank of America
22
Bank of America
North Carolina
$98K +$18.3K +358 +25%
Citigroup
23
Citigroup
New York
$60K +$56.3K +1,100 New
UBS Group
24
UBS Group
Switzerland
$57K +$43.9K +858 +429%
EWM
25
Elmwood Wealth Management
California
$41K +$38.4K +750 New

SUSL Hedge Fund Activity: Q2 2020 in Review

30 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2020, worth a combined $1.9B — up 45% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SUSL positions and 6 closed out — a net gain of 6 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Bank of Italy, opening a new position worth an estimated $322M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $17.1M.

  • 30 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2020, up from 24 in Q1 2020.
  • Funds reported $1.9B of iShares ESG MSCI USA Leaders ETF stock for Q2 2020, up 45% quarter-over-quarter.
  • 12 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2020 and 6 closed out, a net change of +6 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2020 was Bank of Italy, an estimated $322M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2020 was Ilmarinen Mutual Pension Insurance, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2020.