We are live on ! Find out more
SUSL icon

iShares ESG MSCI USA Leaders ETF

90 hedge funds and large institutions have $3.29B invested in iShares ESG MSCI USA Leaders ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

50% more funds holding

Funds holding: 6090 (+30)

8% more capital invested

Capital invested by funds: $3.03B → $3.29B (+$254M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.86% less ownership

Funds ownership: 78.69%73.83% (-4.9%)

Holders
90
Holders Change
+30
Holders Change %
+50%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
30
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.48B -$180M -2,202,804 -7%
BOI
2
Bank of Italy
Italy
$530M
Wells Fargo
3
Wells Fargo
California
$111M +$58.7M +718,379 +120%
SR
4
Swiss Re
Switzerland
$34.5M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25M -$39.3K -481 -0.2%
TLFA
6
True Link Financial Advisors
California
$12M -$1.5M -18,354 -11%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$10.8M
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.27M -$16.1K -197 -0.2%
BCM
9
Brookstone Capital Management
Illinois
$5.72M +$605K +7,406 +12%
5L
10
55I LLC
Massachusetts
$5.2M +$1.8M +22,042 +56%
RFWA
11
RPg Family Wealth Advisory
Massachusetts
$5.09M +$39.7K +486 +0.8%
Goldman Sachs
12
Goldman Sachs
New York
$4.05M -$9.56K -117 -0.2%
FAAM
13
First Ascent Asset Management
Colorado
$4.03M +$1.36M +16,651 +54%
FIG
14
FundX Investment Group
California
$3.19M +$3.09M +37,769 New
AF
15
Allworth Financial
California
$3.13M +$2.77M +33,862 +1,048%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.8M -$394K -4,818 -13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.59M +$53.5K +655 +2%
Bank of America
18
Bank of America
North Carolina
$2.35M +$121K +1,475 +6%
LPL Financial
19
LPL Financial
California
$2.33M +$282K +3,456 +14%
FTUS
20
Flow Traders U.S.
New York
$2.32M -$3.42M -41,814 -60%
Stifel Financial
21
Stifel Financial
Missouri
$2.06M +$1.63M +20,011 +452%
Creative Planning
22
Creative Planning
Kansas
$2.05M +$1.99M +24,334 New
Osaic Holdings
23
Osaic Holdings
Arizona
$2M +$379K +4,638 +24%
BFA
24
Bluestem Financial Advisors
Illinois
$1.97M +$505K +6,177 +36%
NCM
25
Northland Capital Management
Minnesota
$1.74M +$1.69M +20,651 New

SUSL Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2021, worth a combined $3.29B — up 8.4% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSL positions and 1 closed out — a net gain of 30 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $58.7M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $180M.

  • 90 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $3.29B of iShares ESG MSCI USA Leaders ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
  • 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2021 and 1 closed out, a net change of +30 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2021 was Wells Fargo, an estimated $58.7M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2021 was Ilmarinen Mutual Pension Insurance, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2021.