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iShares ESG MSCI USA Leaders ETF

33 hedge funds and large institutions have $2.04B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

10% more funds holding

Funds holding: 3033 (+3)

7% more capital invested

Capital invested by funds: $1.9B → $2.04B (+$134M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.42% less ownership

Funds ownership: 83.01%80.59% (-2.4%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
12
Reduced
6
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
$1.62B -$11.5M -200,000 -0.7%
BOI
2
Bank of Italy
Italy
$366M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.5M +$1.55M +26,950 +14%
5L
4
55I LLC
Massachusetts
$11.1M -$474K -8,233 -4%
FMLI
5
Fukoku Mutual Life Insurance
Japan
$7.45M
RFWA
6
RPg Family Wealth Advisory
Massachusetts
$3.12M +$321K +5,578 +12%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.28M +$413K +7,181 +22%
Jane Street
8
Jane Street
New York
$1.55M +$1.53M +26,574 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.52M +$276K +4,798 +23%
BCM
10
Brookstone Capital Management
Illinois
$1.27M +$138K +2,407 +12%
William Blair & Company
11
William Blair & Company
Illinois
$792K +$135K +2,345 +21%
TRCT
12
Tower Research Capital (TRC)
New York
$760K +$752K +13,072 New
RSWM
13
Robertson Stephens Wealth Management
California
$746K
Osaic Holdings
14
Osaic Holdings
Arizona
$690K +$173K +3,008 +34%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$664K +$39.6K +689 +6%
PO
16
Private Ocean
California
$651K +$1.38K +24 +0.2%
Bank of America
17
Bank of America
North Carolina
$500K +$391K +6,796 +377%
BFA
18
Bluestem Financial Advisors
Illinois
$441K +$153K +2,652 +54%
RJA
19
Raymond James & Associates
Florida
$400K -$16.4K -285 -4%
RCS
20
Retirement Capital Strategies
California
$362K -$1.08M -18,795 -75%
FTUS
21
Flow Traders U.S.
New York
$304K +$300K +5,222 New
PA
22
Parallel Advisors
California
$139K
FCM
23
Firestone Capital Management
Florida
$134K
ASN
24
Advisory Services Network
Georgia
$75K +$74.7K +1,298 New
IA
25
IFP Advisors
Florida
$58K -$52.4K -911 -48%

SUSL Hedge Fund Activity: Q3 2020 in Review

33 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2020, worth a combined $2.04B — up 7% from $1.9B a quarter earlier.

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

The largest buyer was Royal Bank of Canada, adding an estimated $1.55M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $11.5M.

  • 33 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2020, up from 30 in Q2 2020.
  • Funds reported $2.04B of iShares ESG MSCI USA Leaders ETF stock for Q3 2020, up 7% quarter-over-quarter.
  • 6 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2020 and 3 closed out, a net change of +3 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $1.55M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2020 was Ilmarinen Mutual Pension Insurance, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2020.