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iShares ESG Optimized MSCI USA ETF
SUSA

434 hedge funds and large institutions have $2.33B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 162 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 129

2% less funds holding

Funds holding: 445 → 434 (-11)

3.51% less ownership

Funds ownership: 60.68% → 57.17% (-3.5%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

20% less capital invested

Capital invested by funds: $2.92B → $2.33B (-$593M)

Holders
434
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
6.85%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
162
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.81M
3
PC
Permanens Capital
New York
+$7.64M
4
SWP
Stratos Wealth Partners
Ohio
+$7.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.87M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$327M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$12.9M
4
Wells Fargo
Wells Fargo
California
-$9.33M
5
Morgan Stanley
Morgan Stanley
New York
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$411K – – –
MBTD
252
Mechanics Bank - Trust Department
California
$407K +$4.84K +50 +1%
TWM
253
Tradition Wealth Management
Minnesota
$405K +$66.2K +683 +20%
CW
254
CreativeOne Wealth
Kansas
$400K -$45.2K -466 -10%
Bessemer Group
255
Bessemer Group
New Jersey
$400K +$400K +4,126 New
BWA
256
BDO Wealth Advisors
Florida
$393K +$872 +9 +0.2%
FPFS
257
First Personal Financial Services
North Carolina
$393K +$1.94K +20 +0.5%
TIA
258
Traphagen Investment Advisors
New Jersey
$393K +$194 +2 +0%
Comerica Bank
259
Comerica Bank
Texas
$388K -$101K -1,040 -20%
HIA
260
Harbor Investment Advisory
Maryland
$388K +$163K +1,680 +72%
MIA
261
MMBG Investment Advisors
Florida
$387K -$1.88M -19,430 -83%
PIM
262
Progressive Investment Management
Oregon
$387K – – –
SFG
263
SNS Financial Group
Minnesota
$387K +$12.2K +126 +3%
MWM
264
Modera Wealth Management
New Jersey
$371K +$3.88K +40 +1%
RIS
265
Retirement Income Solutions
Michigan
$366K -$310K -3,202 -46%
PAI
266
Pittenger & Anderson Inc
Nebraska
$364K -$4.55K -47 -1%
PFM
267
Peak Financial Management
Massachusetts
$361K +$26.6K +275 +8%
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$360K +$360K +3,720 New
BFS
269
Bradley Foster & Sargent
Connecticut
$356K +$356K +3,675 New
APG
270
Abacus Planning Group
South Carolina
$355K +$151K +1,563 +74%
PIM
271
Penobscot Investment Management
Massachusetts
$354K -$53K -547 -13%
SCG
272
Sonata Capital Group
Washington
$353K – – –
FA
273
Flagstar Advisors
New York
$351K +$36.3K +375 +12%
WI
274
Wintrust Investments
Illinois
$349K -$6.11K -63 -2%
FHA
275
Flagship Harbor Advisors
Massachusetts
$348K +$18.9K +195 +6%
9 10
11
12 13

SUSA Hedge Fund Activity: Q1 2022 in Review

434 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2022, worth a combined $2.33B — down 20% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SUSA and 35 opened new positions — a net loss of 6 holders — while 129 trimmed existing stakes and 162 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.07M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $327M sold.

  • 434 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2022, down from 445 in Q4 2021.
  • Funds reported $2.33B of iShares ESG Optimized MSCI USA ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $9.07M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2022.