iShares ESG MSCI USA Leaders ETF
SUSL
112 hedge funds and large institutions have $2.45B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 19 reducing their positions, and 10 closing their positions.
195% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 19
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 107 → 112 (+5)
2.58% more ownership
Funds ownership: 78.61% → 81.19% (+2.6%)
19% less capital invested
Capital invested by funds: $3.02B → $2.45B (-$567M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
5L
55I LLC
Boston,
Massachusetts
|
+$29.5M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$8.65M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.46M |
| 4 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
+$2.69M |
| 5 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$95M |
| 2 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$65.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.51M |
| 4 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
-$2.58M |
| 5 |
Jane Street
New York
|
-$2.12M |
SUSL Hedge Fund Activity: Q2 2022 in Review
112 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q2 2022, worth a combined $2.45B — down 19% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SUSL positions and 10 closed out — a net gain of 5 holders — while 56 added to existing stakes and 19 trimmed.
The largest buyer was 55I LLC, adding an estimated $29.5M. The largest seller was Mizuho Bank, exiting entirely with an estimated $95M sold.
- 112 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2022, up from 107 in Q1 2022.
- Funds reported $2.45B of iShares ESG MSCI USA Leaders ETF stock for Q2 2022, down 19% quarter-over-quarter.
- 15 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2022 and 10 closed out, a net change of +5 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q2 2022 was 55I LLC, an estimated $29.5M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q2 2022 was Mizuho Bank, an estimated $95M sold.
Based on aggregated 13F filings for Q2 2022.