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iShares ESG Optimized MSCI USA ETF
SUSA

429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.7B → $2.42B (+$721M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 395 → 429 (+34)

2.14% more ownership

Funds ownership: 57.12% → 59.26% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$30.3M
2
RJA
Raymond James & Associates
Florida
+$26.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.34M
4
BlackRock
BlackRock
New York
+$8.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$20.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$8.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.67M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
251
Kesler Norman & Wride
Utah
$384K – – –
MFS
252
McNamara Financial Services
Massachusetts
$379K +$329 +4 +0.1%
PHIC
253
Pine Haven Investment Counsel
Massachusetts
$379K – – –
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$378K -$741 -9 -0.2%
SFG
255
SNS Financial Group
Minnesota
$371K +$42.8K +520 +13%
BFS
256
Bard Financial Services
Connecticut
$370K – – –
PMG
257
ProVise Management Group
Florida
$355K -$92.6K -1,124 -21%
SFG
258
Sage Financial Group
Pennsylvania
$355K +$577 +7 +0.2%
MW
259
Marcum Wealth
Ohio
$354K +$354K +4,296 New
PIA
260
Panoramic Investment Advisors
Colorado
$353K +$353K +4,291 New
WP
261
WealthSource Partners
California
$353K -$1.65K -20 -0.5%
FCIM
262
Fairview Capital Investment Management
California
$352K – – –
Comerica Bank
263
Comerica Bank
Texas
$351K – – –
JIC
264
Johnson Investment Counsel
Ohio
$349K +$11.5K +140 +3%
VFA
265
Valeo Financial Advisors
Indiana
$347K +$347K +4,211 New
WA
266
Wealth Alliance
New York
$345K -$204K -2,481 -37%
MBTD
267
Mechanics Bank - Trust Department
California
$342K – – –
BWA
268
BDO Wealth Advisors
Florida
$337K +$1.07K +13 +0.3%
FPF
269
First Pacific Financial
Washington
$335K +$336K +4,075 New
FA
270
Flagstar Advisors
New York
$331K -$18.3K -222 -5%
PIM
271
Progressive Investment Management
Oregon
$329K – – –
FPFS
272
First Personal Financial Services
North Carolina
$323K – – –
PFM
273
Peak Financial Management
Massachusetts
$320K +$14.8K +180 +5%
MWM
274
Modera Wealth Management
New Jersey
$319K +$4.12K +50 +1%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$312K -$81.6K -991 -21%
9 10
11
12 13

SUSA Hedge Fund Activity: Q4 2022 in Review

429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.

  • 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.