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iShares ESG MSCI USA Leaders ETF

61 hedge funds and large institutions have $2.92B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

15% more funds holding

Funds holding: 5361 (+8)

11% more capital invested

Capital invested by funds: $2.63B → $2.92B (+$292M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.2% less ownership

Funds ownership: 82.4%81.2% (-1.2%)

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
26
Reduced
9
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
$2.36B +$82.1M +1,125,000 +4%
BOI
2
Bank of Italy
Italy
$472M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$21.4M +$4.44M +60,893 +27%
TLFA
4
True Link Financial Advisors
California
$12.1M
FMLI
5
Fukoku Mutual Life Insurance
Japan
$9.61M
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.43M +$2.68M +36,802 +75%
BCM
7
Brookstone Capital Management
Illinois
$4.46M +$1.29M +17,739 +44%
RFWA
8
RPg Family Wealth Advisory
Massachusetts
$4.45M +$4.32M +59,198 New
OMC
9
Old Mission Capital
Illinois
$3.95M +$3.83M +52,569 New
Goldman Sachs
10
Goldman Sachs
New York
$3.61M -$32.8M -450,000 -90%
FTUS
11
Flow Traders U.S.
New York
$3.17M +$2.74M +37,537 +802%
5L
12
55I LLC
Massachusetts
$2.71M -$102K -1,399 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.08M +$112K +1,535 +6%
Bank of America
14
Bank of America
North Carolina
$1.71M +$354K +4,854 +27%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.35M +$51.6K +708 +4%
BFA
16
Bluestem Financial Advisors
Illinois
$1.18M +$374K +5,120 +49%
William Blair & Company
17
William Blair & Company
Illinois
$1.07M +$1.09K +15 +0.1%
LPL Financial
18
LPL Financial
California
$1.07M +$115K +1,572 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$929K +$656K +8,991 +266%
FWP
20
Firethorn Wealth Partners
Georgia
$899K +$3.21K +44 +0.4%
TRCT
21
Tower Research Capital (TRC)
New York
$811K +$41K +562 +5%
PO
22
Private Ocean
California
$801K -$28.6K -392 -4%
RJA
23
Raymond James & Associates
Florida
$699K +$99.2K +1,360 +17%
DAS
24
Dynamic Advisor Solutions
Arizona
$695K +$95.6K +1,310 +16%
SPIA
25
Steward Partners Investment Advisory
New York
$675K +$656K +8,992 New

SUSL Hedge Fund Activity: Q2 2021 in Review

61 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2021, worth a combined $2.92B — up 11% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SUSL positions and 3 closed out — a net gain of 8 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Ilmarinen Mutual Pension Insurance, adding an estimated $82.1M. The largest seller was Goldman Sachs, cutting an estimated $32.8M.

  • 61 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $2.92B of iShares ESG MSCI USA Leaders ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 11 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2021 and 3 closed out, a net change of +8 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2021 was Ilmarinen Mutual Pension Insurance, an estimated $82.1M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2021 was Goldman Sachs, an estimated $32.8M sold.

Based on aggregated 13F filings for Q2 2021.