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iShares ESG MSCI USA Leaders ETF

108 hedge funds and large institutions have $3.02B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

126% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more funds holding

Funds holding: 90108 (+18)

7.61% more ownership

Funds ownership: 73.83%81.45% (+7.6%)

8% less capital invested

Capital invested by funds: $3.29B → $3.02B (-$268M)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
31
Increased
43
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$2.19B -$133M -1,708,135 -6%
BOI
2
Bank of Italy
Italy
$498M
MB
3
Mizuho Bank
Japan
$95M +$93.8M +1,200,000 New
5L
4
55I LLC
Massachusetts
$37.9M +$32.6M +416,643 +676%
SR
5
Swiss Re
Switzerland
$32.4M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.8M +$1.32M +16,839 +6%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$10.1M
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.03M +$258K +3,306 +3%
Creative Planning
9
Creative Planning
Kansas
$7.67M +$5.67M +72,557 +298%
FAAM
10
First Ascent Asset Management
Colorado
$5.62M +$1.81M +23,183 +49%
BCM
11
Brookstone Capital Management
Illinois
$5.34M +$2.42K +31 +0%
TLFA
12
True Link Financial Advisors
California
$4.87M -$6.32M -80,886 -57%
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$4.81M +$33.4K +427 +0.7%
AF
14
Allworth Financial
California
$4.63M +$1.67M +21,337 +58%
Jane Street
15
Jane Street
New York
$3.92M +$3.87M +49,522 New
GIA
16
Goodwin Investment Advisory
Georgia
$3.78M +$3.73M +47,718 +93,565%
OWA
17
One Wealth Advisors
California
$3.76M +$3.51M +44,920 +1,719%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.74M +$3.46M +44,342 +1,538%
Goldman Sachs
19
Goldman Sachs
New York
$3.72M -$80.3K -1,027 -2%
T
20
TCWP
Ohio
$3.54M +$3.5M +44,744 New
FTUS
21
Flow Traders U.S.
New York
$3.51M +$1.32M +16,872 +61%
WP
22
WealthSource Partners
California
$2.99M +$2.95M +37,748 New
NCM
23
Northland Capital Management
Minnesota
$2.96M +$1.31M +16,723 +81%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.93M +$180K +2,305 +10%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$2.44M +31,237 New

SUSL Hedge Fund Activity: Q1 2022 in Review

108 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q1 2022, worth a combined $3.02B — down 8.2% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSL positions and 11 closed out — a net gain of 20 holders — while 43 added to existing stakes and 19 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $107M. The largest seller was Ilmarinen Mutual Pension Insurance, cutting an estimated $133M.

  • 108 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q1 2022, up from 90 in Q4 2021.
  • Funds reported $3.02B of iShares ESG MSCI USA Leaders ETF stock for Q1 2022, down 8.2% quarter-over-quarter.
  • 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q1 2022 and 11 closed out, a net change of +20 holders.
  • The largest iShares ESG MSCI USA Leaders ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $107M added.
  • The largest iShares ESG MSCI USA Leaders ETF seller in Q1 2022 was Ilmarinen Mutual Pension Insurance, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2022.