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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 14 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 20

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 108 → 112 (+4)

0.26% less ownership

Funds ownership: 81.45% → 81.19% (-0.26%)

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)

Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
14
Increased
56
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
+$29.5M
2
WP
WealthSource Partners
California
+$8.65M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.46M
4
KWM
Keebeck Wealth Management
Illinois
+$2.69M
5
RSWM
Robertson Stephens Wealth Management
California
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$95.9M
2
MB
Mizuho Bank
Japan
-$95M
3
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$65.4M
4
FTUS
Flow Traders U.S.
New York
-$3.51M
5
GIA
Goodwin Investment Advisory
Georgia
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$1.77B -$65.4M -914,205 -3%
BOI
2
Bank of Italy
Italy
$417M – – –
5L
3
55I LLC
Massachusetts
$59.1M +$29.5M +412,587 +86%
SR
4
Swiss Re
Switzerland
$27.2M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.6M +$1.92M +26,821 +9%
WP
6
WealthSource Partners
California
$10.5M +$8.65M +120,868 +320%
FMLI
7
Fukoku Mutual Life Insurance
Japan
$8.5M – – –
Creative Planning
8
Creative Planning
Kansas
$7.05M +$667K +9,316 +10%
FAAM
9
First Ascent Asset Management
Colorado
$5.77M +$1.15M +16,060 +23%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.13M -$1.72M -24,056 -24%
OWA
11
One Wealth Advisors
California
$5.11M +$2.11M +29,442 +62%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.98M +$4.46M +62,348 +494%
IWC
13
Integrated Wealth Concepts
Massachusetts
$4.96M +$1.96M +27,441 +58%
BCM
14
Brookstone Capital Management
Illinois
$4.43M -$358K -5,005 -7%
AF
15
Allworth Financial
California
$4.41M +$572K +8,001 +14%
TLFA
16
True Link Financial Advisors
California
$4.1M +$16.8K +235 +0.4%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$3.84M -$210K -2,942 -5%
SFS
18
Security Financial Services
Indiana
$3.8M +$2.42M +33,776 +144%
Goldman Sachs
19
Goldman Sachs
New York
$3.58M +$503K +7,030 +15%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$3.39M +$1.31M +18,300 +59%
RSWM
21
Robertson Stephens Wealth Management
California
$3.11M +$2.63M +36,709 +364%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.97M +$1.27M +17,715 +66%
KWM
23
Keebeck Wealth Management
Illinois
$2.75M +$2.69M +37,646 +1,008%
NCM
24
Northland Capital Management
Minnesota
$2.68M +$218K +3,053 +8%
T
25
TCWP
Ohio
$2.48M -$534K -7,464 -17%
1
2 3 4 5

SUSL Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 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: 14 funds opened new SUSL positions and 10 closed out — a net gain of 4 holders — while 56 added to existing stakes and 20 trimmed.

The largest buyer was 55I LLC, adding an estimated $29.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $95.9M.

  • 112 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q2 2022, up from 108 in Q1 2022.
  • Funds reported $2.45B of iShares ESG MSCI USA Leaders ETF stock for Q2 2022, down 19% quarter-over-quarter.
  • 14 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q2 2022 and 10 closed out, a net change of +4 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 CFS Investment Advisory Services, an estimated $95.9M sold.

Based on aggregated 13F filings for Q2 2022.