iShares ESG MSCI USA Leaders ETF
SUSL
39 hedge funds and large institutions have $2.27B invested in iShares ESG MSCI USA Leaders ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
18% more funds holding
Funds holding: 33 → 39 (+6)
12% more capital invested
Capital invested by funds: $2.04B → $2.27B (+$237M)
0.21% more ownership
Funds ownership: 80.59% → 80.8% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.82M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$868K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$823K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$579K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$490K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
-$9.55M |
| 2 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$4.4M |
| 3 |
Jane Street
New York
|
-$1.55M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$760K |
SUSL Hedge Fund Activity: Q4 2020 in Review
39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2020, worth a combined $2.27B — up 12% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SUSL positions and 5 closed out — a net gain of 7 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $1.82M. The largest seller was 55I LLC, cutting an estimated $9.55M.
- 39 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2020, up from 33 in Q3 2020.
- Funds reported $2.27B of iShares ESG MSCI USA Leaders ETF stock for Q4 2020, up 12% quarter-over-quarter.
- 12 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2020 was FormulaFolio Investments, an estimated $1.82M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2020 was 55I LLC, an estimated $9.55M sold.
Based on aggregated 13F filings for Q4 2020.