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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
BFS
276
Bradley Foster & Sargent
Connecticut
$405K
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$403K -$23.5K -217 -6%
FPFS
278
First Personal Financial Services
North Carolina
$401K
Citadel Advisors
279
Citadel Advisors
Florida
$400K -$393K -3,626 -50%
AFO
280
Arrowroot Family Office
California
$398K -$45.6K -421 -11%
HG
281
Harbor Group
New Hampshire
$388K +$434 +4 +0.1%
BFA
282
BBJS Financial Advisors
Washington
$386K +$54.8K +506 +17%
HCM
283
Highview Capital Management
Illinois
$384K -$39.2K -362 -10%
SA
284
Sanctuary Advisors
Indiana
$383K +$394K +3,639 New
AL
285
Aspiriant LLC
California
$383K +$370K +3,412 New
AWM
286
Affinity Wealth Management
Delaware
$383K
WA
287
Wealth Alliance
New York
$379K -$108 -1 -0%
TWM
288
Tradition Wealth Management
Minnesota
$376K -$26.9K -248 -7%
DAS
289
Diversify Advisory Services
Utah
$373K +$354K +3,263 New
EPP
290
ETF Portfolio Partners
Kansas
$372K -$269K -2,479 -43%
HIA
291
Harbor Investment Advisory
Maryland
$371K -$4.88K -45 -1%
FHA
292
Flagship Harbor Advisors
Massachusetts
$367K -$29.2K -269 -8%
Empower Advisory Group
293
Empower Advisory Group
Colorado
$365K
CFFNO
294
Common Fund For Nonprofit Organizations
Connecticut
$363K +$37.4K +345 +12%
HF
295
HRT Financial
New York
$359K -$328K -3,029 -49%
SF
296
SWP Financial
California
$357K +$5.53K +51 +2%
MIA
297
MMBG Investment Advisors
Florida
$355K
WLIM
298
White Lighthouse Investment Management
Massachusetts
$354K
Jones Financial Companies
299
Jones Financial Companies
Missouri
$354K +$130K +1,198 +61%
AWS
300
Atria Wealth Solutions
New York
$353K +$12.7K +117 +4%

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.