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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
251
Trillium Asset Management
Massachusetts
$515K
WWM
252
Western Wealth Management
Colorado
$502K -$97.2K -897 -17%
FCI
253
Financial Counselors Inc
Kansas
$494K -$13.3K -123 -3%
FPF
254
First Pacific Financial
Washington
$493K -$39K -360 -8%
SFG
255
Sage Financial Group
Pennsylvania
$488K +$325 +3 +0.1%
NB
256
NBT Bank
New York
$486K -$113K -1,045 -19%
PCFFS
257
Pacific Center for Financial Services
California
$484K +$325 +3 +0.1%
AM
258
AGF Management
Ontario, Canada
$483K -$65K -600 -12%
SFG
259
SNS Financial Group
Minnesota
$467K
JIC
260
Johnson Investment Counsel
Ohio
$465K
PAA
261
Peregrine Asset Advisers
Oregon
$460K
FCBT
262
First Citizens Bank & Trust
North Carolina
$459K +$443K +4,087 New
PIM
263
Progressive Investment Management
Oregon
$449K
WCF
264
West Coast Financial
California
$449K
ML
265
McAdam LLC
Pennsylvania
$444K +$20.4K +188 +5%
PHIC
266
Pine Haven Investment Counsel
Massachusetts
$442K -$21.7K -200 -5%
PA
267
Pinnacle Associates
New York
$428K +$18.2K +168 +5%
BCPWM
268
Bradley & Co Private Wealth Management
Florida
$426K +$216K +1,995 +111%
NSIM
269
North Star Investment Management
Illinois
$425K
AGA
270
Arkos Global Advisors
Texas
$416K -$9K -83 -2%
ZAM
271
Zevin Asset Management
Massachusetts
$414K
WCG
272
Weaver Consulting Group
California
$414K
GCP
273
GSA Capital Partners
United Kingdom
$412K +$56.9K +525 +17%
GRP
274
Global Retirement Partners
California
$412K +$23K +212 +6%
PA
275
PFG Advisors
Arizona
$410K -$542 -5 -0.1%

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.