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iShares ESG Optimized MSCI USA ETF
SUSA

374 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$188M)

6% more funds holding

Funds holding: 353 → 374 (+21)

1.17% less ownership

Funds ownership: 57.67% → 56.5% (-1.2%)

Holders
374
Holders Change
+21
Holders Change %
+5.95%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$21.1M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
+$15.1M
4
AWM
AE Wealth Management
Kansas
+$11.7M
5
DP
Divergent Planning
Maryland
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$111M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.1M
3
SC
Scotia Capital
Ontario, Canada
-$6.4M
4
UBS Group
UBS Group
Switzerland
-$6.24M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
301
Klingman & Associates
New York
$210K +$203K +2,194 New
BSSFA
302
Baron Silver Stevens Financial Advisors
Florida
$210K +$204K +2,206 New
KLI
303
Kelman-Lazarov Inc
Tennessee
$207K +$200K +2,163 New
BCI
304
Brinker Capital Investments
Pennsylvania
$206K +$200K +2,160 New
KCM
305
Karp Capital Management
California
$204K +$197K +2,130 New
RG
306
Retirement Group
California
$202K +$23.7K +256 +14%
MC
307
Moors & Cabot
Massachusetts
$202K +$195K +2,113 New
KFP
308
KMG Fiduciary Partners
Ohio
$201K +$194K +2,100 New
AWM
309
AllSquare Wealth Management
New York
$194K – – –
HIA
310
Harbor Investment Advisory
Maryland
$191K +$19.4K +210 +12%
BCPWM
311
Bradley & Co Private Wealth Management
Florida
$174K – – –
HI
312
Hudock Inc
Pennsylvania
$172K +$5.27K +57 +3%
FWP
313
FAS Wealth Partners
Kansas
$161K +$740 +8 +0.5%
IA
314
IFP Advisors
Florida
$140K +$53.6K +580 +65%
CCM
315
Covington Capital Management
California
$134K – – –
CWM
316
Cranbrook Wealth Management
Michigan
$130K +$185 +2 +0.1%
FPW
317
Flagship Private Wealth
Massachusetts
$130K +$277 +3 +0.2%
BAM
318
Barrett Asset Management
New York
$115K -$23.1K -250 -17%
ADL
319
Asset Dedication LLC
California
$115K +$12.5K +135 +13%
CT
320
Caldwell Trust
Florida
$113K – – –
GWSG
321
GPS Wealth Strategies Group
Colorado
$112K +$95.5K +1,032 +748%
GAM
322
Gemmer Asset Management
California
$110K +$555 +6 +0.5%
BWA
323
BDO Wealth Advisors
Florida
$101K – – –
LAS
324
Lloyd Advisory Services
Georgia
$99K +$96.3K +1,041 New
GEA
325
Glen Eagle Advisors
New Jersey
$94.1K – – –
11 12
13
14 15

SUSA Hedge Fund Activity: Q2 2021 in Review

374 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2021, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SUSA positions and 13 closed out — a net gain of 28 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $111M.

  • 374 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2021, up from 353 in Q1 2021.
  • Funds reported $1.87B of iShares ESG Optimized MSCI USA ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 41 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2021 and 13 closed out, a net change of +28 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $42.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2021 was Varma Mutual Pension Insurance Co, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2021.