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iShares ESG Optimized MSCI USA ETF
SUSA

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453 → 453 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17.87% less ownership

Funds ownership: 76.51% → 58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.59M
2
MWM
Mission Wealth Management
California
+$4.46M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.35M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.3M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
Morgan Stanley
Morgan Stanley
New York
-$136M
4
Bank of America
Bank of America
North Carolina
-$29.8M
5
RJA
Raymond James & Associates
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
226
Meridian Financial
Massachusetts
$619K -$46.9K -450 -7%
HNB
227
Huntington National Bank
Ohio
$612K – – –
WDL
228
Well Done LLC
Michigan
$603K -$208 -2 -0%
KDA
229
Kraft Davis & Associates
Missouri
$598K – – –
PBO
230
Peoples Bank (Ohio)
Ohio
$594K -$4.79K -46 -0.8%
WWM
231
WJ Wealth Management
Arizona
$590K – – –
BJL
232
Brighton Jones LLC
Washington
$589K -$38.1K -366 -6%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$588K -$3.33K -32 -0.6%
NB
234
NBT Bank
New York
$587K – – –
WWM
235
Western Wealth Management
Colorado
$585K -$5.42K -52 -1%
GWM
236
Grand Wealth Management
Michigan
$581K – – –
SWA
237
Stratos Wealth Advisors
Ohio
$567K +$541K +5,198 New
WFA
238
West Financial Advisors
Iowa
$567K – – –
TWM
239
TriaGen Wealth Management
California
$552K -$1.56K -15 -0.3%
GL
240
Graypoint LLC
New York
$547K -$312 -3 -0.1%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$546K -$167K -1,600 -24%
CFA
242
CWS Financial Advisors
Michigan
$544K +$937 +9 +0.2%
MFC
243
Morris Financial Concepts
South Carolina
$543K +$110K +1,058 +27%
NL
244
NEPC LLC
Massachusetts
$540K +$27.2K +261 +6%
TCM
245
TruNorth Capital Management
Michigan
$539K +$514K +4,935 New
AM
246
AGF Management
Ontario, Canada
$535K -$10.4K -100 -2%
MGWM
247
Marks Group Wealth Management
Minnesota
$533K – – –
FCAS
248
First Command Advisory Services
Texas
$528K -$42.7K -410 -8%
EWA
249
EP Wealth Advisors
California
$528K -$97.7K -938 -16%
FPF
250
First Pacific Financial
Washington
$518K -$27.7K -266 -5%
8 9
10
11 12

SUSA Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.

  • 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2024.