iShares ESG MSCI USA Leaders ETF
SUSL
114 hedge funds and large institutions have $2.3B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 29
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
2.84% more ownership
Funds ownership: 81.19% → 84.03% (+2.8%)
2% more funds holding
Funds holding: 112 → 114 (+2)
6% less capital invested
Capital invested by funds: $2.45B → $2.3B (-$151M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$98.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$9.42M |
| 3 |
Jane Street
New York
|
+$5.72M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$5.13M |
| 5 |
WAL
W Advisors LLC
Germantown,
Tennessee
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$4.94M |
| 2 |
SFS
Security Financial Services
Fort Wayne,
Indiana
|
-$3.8M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$2.68M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$2.22M |
| 5 |
Goldman Sachs
New York
|
-$2.18M |
SUSL Hedge Fund Activity: Q3 2022 in Review
114 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q3 2022, worth a combined $2.3B — down 6.2% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SUSL positions and 14 closed out — a net gain of 2 holders — while 48 added to existing stakes and 29 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $98.2M. The largest seller was WealthSource Partners, cutting an estimated $4.94M.
- 114 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q3 2022, up from 112 in Q2 2022.
- Funds reported $2.3B of iShares ESG MSCI USA Leaders ETF stock for Q3 2022, down 6.2% quarter-over-quarter.
- 16 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q3 2022 and 14 closed out, a net change of +2 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $98.2M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q3 2022 was WealthSource Partners, an estimated $4.94M sold.
Based on aggregated 13F filings for Q3 2022.