iShares ESG MSCI USA Leaders ETF
SUSL
129 hedge funds and large institutions have $2.55B invested in iShares ESG MSCI USA Leaders ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
13% more funds holding
Funds holding: 114 → 129 (+15)
11% more capital invested
Capital invested by funds: $2.3B → $2.55B (+$249M)
4.61% more ownership
Funds ownership: 84.03% → 88.64% (+4.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$67.4M |
| 2 |
SR
Swiss Re
Zurich,
Switzerland
|
+$43.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.28M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$95M |
| 2 |
IMPI
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
-$10.3M |
| 3 |
Jane Street
New York
|
-$6.35M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$3.52M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$1.75M |
SUSL Hedge Fund Activity: Q4 2022 in Review
129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG MSCI USA Leaders ETF (SUSL) for Q4 2022, worth a combined $2.55B — up 11% from $2.3B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SUSL positions and 12 closed out — a net gain of 19 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $67.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $95M.
- 129 institutional investors held iShares ESG MSCI USA Leaders ETF (SUSL) as of Q4 2022, up from 114 in Q3 2022.
- Funds reported $2.55B of iShares ESG MSCI USA Leaders ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 31 funds opened new iShares ESG MSCI USA Leaders ETF positions in Q4 2022 and 12 closed out, a net change of +19 holders.
- The largest iShares ESG MSCI USA Leaders ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $67.4M added.
- The largest iShares ESG MSCI USA Leaders ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $95M sold.
Based on aggregated 13F filings for Q4 2022.