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iShares ESG MSCI USA Leaders ETF

60 hedge funds and large institutions have $3.03B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more capital invested

Capital invested by funds: $2.92B → $3.03B (+$108M)

2% less funds holding

Funds holding: 6160 (-1)

2.51% less ownership

Funds ownership: 81.2%78.69% (-2.5%)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
31
Reduced
10
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
$2.38B +$13.7M +176,628 +0.6%
BOI
2
Bank of Italy
Italy
$474M
Wells Fargo
3
Wells Fargo
California
$45.2M +$46.4M +597,360 +53,865%
SR
4
Swiss Re
Switzerland
$26.6M +$31.8M +409,155 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M +$864K +11,122 +4%
TLFA
6
True Link Financial Advisors
California
$12.1M -$40K -515 -0.3%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$9.65M
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.42M +$976K +12,557 +15%
FTUS
9
Flow Traders U.S.
New York
$5.23M +$2.11M +27,097 +64%
BCM
10
Brookstone Capital Management
Illinois
$4.81M +$299K +3,845 +7%
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$4.52M +$47K +605 +1%
Goldman Sachs
12
Goldman Sachs
New York
$3.63M
5L
13
55I LLC
Massachusetts
$2.99M +$274K +3,524 +10%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.87M +$2.95M +38,011 New
FAAM
15
First Ascent Asset Management
Colorado
$2.35M +$2.42M +31,081 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.27M +$180K +2,320 +8%
Bank of America
17
Bank of America
North Carolina
$1.99M +$273K +3,516 +15%
LPL Financial
18
LPL Financial
California
$1.83M +$773K +9,952 +70%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.44M +$82.8K +1,065 +6%
SPIA
20
Steward Partners Investment Advisory
New York
$1.31M +$652K +8,396 +93%
BFA
21
Bluestem Financial Advisors
Illinois
$1.3M +$118K +1,520 +10%
William Blair & Company
22
William Blair & Company
Illinois
$1.08M +$1.4K +18 +0.1%
FF
23
Friedenthal Financial
New Jersey
$1.06M +$546K +7,028 +100%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$913K -$22.6K -291 -2%
KM
25
Kalos Management
Georgia
$840K +$141K +1,818 +22%

SUSL Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2021, worth a combined $3.03B — up 3.7% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SUSL positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $46.4M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.95M sold.

  • 60 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2021, down from 61 in Q2 2021.
  • Funds reported $3.03B of iShares ESG MSCI USA Leaders ETF stock for Q3 2021, up 3.7% quarter-over-quarter.
  • 7 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2021 was Wells Fargo, an estimated $46.4M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2021 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2021.