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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
PA
276
PFG Advisors
Arizona
$399K – – –
FCIM
277
Fairview Capital Investment Management
California
$398K -$13K -125 -3%
PA
278
Pinnacle Associates
New York
$397K +$6.46K +62 +2%
TRCT
279
Tower Research Capital (TRC)
New York
$397K +$250K +2,398 +194%
MFS
280
McNamara Financial Services
Massachusetts
$393K -$2.4K -23 -0.6%
BFS
281
Bradley Foster & Sargent
Connecticut
$393K – – –
TWM
282
Tradition Wealth Management
Minnesota
$392K -$29.2K -280 -7%
FPFS
283
First Personal Financial Services
North Carolina
$389K -$14.6K -140 -4%
FHA
284
Flagship Harbor Advisors
Massachusetts
$386K -$3.96K -38 -1%
GRP
285
Global Retirement Partners
California
$377K +$729 +7 +0.2%
HG
286
Harbor Group
New Hampshire
$377K +$312 +3 +0.1%
AWM
287
Affinity Wealth Management
Delaware
$372K – – –
WA
288
Wealth Alliance
New York
$369K -$312 -3 -0.1%
HIA
289
Harbor Investment Advisory
Maryland
$365K – – –
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$361K +$344K +3,303 New
AO
291
Advisor OS
Illinois
$356K -$16.7K -160 -5%
TW
292
Transform Wealth
Colorado
$356K +$339K +3,258 New
Empower Advisory Group
293
Empower Advisory Group
Colorado
$355K -$729 -7 -0.2%
MA
294
MJP Associates
Connecticut
$352K -$16.7K -160 -5%
WLIM
295
White Lighthouse Investment Management
Massachusetts
$344K -$19.4K -186 -6%
FA
296
Flagstar Advisors
New York
$343K +$937 +9 +0.3%
GCP
297
GSA Capital Partners
United Kingdom
$343K -$40K -384 -11%
FWCM
298
Ferguson Wellman Capital Management
Oregon
$343K -$5.73K -55 -2%
SF
299
SWP Financial
California
$341K +$23.7K +228 +8%
FFW
300
Fusion Family Wealth
New York
$340K – – –
10 11
12
13 14

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.