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iShares ESG Optimized MSCI USA ETF
SUSA

445 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 16

97% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 91

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$894M)

15% more funds holding

Funds holding: 388 → 445 (+57)

5.54% more ownership

Funds ownership: 55.15% → 60.68% (+5.5%)

Holders
445
Holders Change
+57
Holders Change %
+14.69%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$288M
2
JP Morgan Chase
JP Morgan Chase
New York
+$41M
3
TCM
Tradewinds Capital Management
Washington
+$28.3M
4
Bank of America
Bank of America
North Carolina
+$24.9M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$8.11M
2
HT
HAP Trading
New York
-$3.83M
3
PSUF
People's United Financial
Connecticut
-$2.78M
4
LNWTC
Laird Norton Wetherby Trust Company
Washington
-$2.6M
5
SA
Stewardship Advisors
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
251
One Capital Management
California
$470K – – –
RSWM
252
Robertson Stephens Wealth Management
California
$466K +$451K +4,388 New
PA
253
PFG Advisors
Arizona
$464K +$206 +2 +0%
FM
254
Family Management
New York
$463K – – –
PFA
255
Pathway Financial Advisors
Vermont
$461K +$480K +4,665 New
FWCM
256
Ferguson Wellman Capital Management
Oregon
$457K -$24.4K -237 -5%
PHIC
257
Pine Haven Investment Counsel
Massachusetts
$457K +$442K +4,301 New
PCFFS
258
Pacific Center for Financial Services
California
$454K +$720 +7 +0.2%
JIC
259
Johnson Investment Counsel
Ohio
$451K +$19.5K +190 +5%
PIM
260
Penobscot Investment Management
Massachusetts
$446K +$50.9K +495 +13%
MBTD
261
Mechanics Bank - Trust Department
California
$441K – – –
PMG
262
ProVise Management Group
Florida
$435K -$14.4K -140 -3%
TIA
263
Traphagen Investment Advisors
New Jersey
$431K +$206 +2 +0%
BWA
264
BDO Wealth Advisors
Florida
$430K +$822 +8 +0.2%
FPFS
265
First Personal Financial Services
North Carolina
$429K -$48.3K -470 -10%
PIM
266
Progressive Investment Management
Oregon
$425K – – –
PCA
267
Personal Capital Advisors
California
$416K +$127K +1,234 +46%
SFG
268
SNS Financial Group
Minnesota
$411K – – –
PAI
269
Pittenger & Anderson Inc
Nebraska
$405K -$90.8K -883 -19%
MWM
270
Modera Wealth Management
New Jersey
$402K +$11.3K +110 +3%
CG
271
Corundum Group
Colorado
$396K +$383K +3,723 New
WI
272
Wintrust Investments
Illinois
$390K +$377K +3,672 New
PA
273
Pinnacle Associates
New York
$389K +$376K +3,661 New
SCG
274
Sonata Capital Group
Washington
$388K – – –
9WM
275
9258 Wealth Management
Ohio
$387K +$374K +3,643 New
9 10
11
12 13

SUSA Hedge Fund Activity: Q4 2021 in Review

445 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2021, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SUSA positions and 16 closed out — a net gain of 64 holders — while 179 added to existing stakes and 91 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $288M. The largest seller was Private Advisor Group, cutting an estimated $8.11M.

  • 445 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2021, up from 388 in Q3 2021.
  • Funds reported $2.92B of iShares ESG Optimized MSCI USA ETF stock for Q4 2021, up 44% quarter-over-quarter.
  • 80 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2021 and 16 closed out, a net change of +64 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $288M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2021 was Private Advisor Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2021.