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iShares ESG Optimized MSCI USA ETF

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374388 (+14)

1.35% less ownership

Funds ownership: 56.5%55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
Net Calls
+$15M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
301
Raymond James Trust
Florida
$235K +$242K +2,454 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$231K
FFW
303
Fusion Family Wealth
New York
$230K
IWP
304
IAG Wealth Partners
Wisconsin
$230K
RTS
305
Round Table Services
New Jersey
$229K +$99 +1 +0%
CF
306
Corrigan Financial
Rhode Island
$229K
CFD
307
Creative Financial Designs
Indiana
$225K +$163K +1,647 +235%
CS
308
Credit Suisse
Switzerland
$224K
GBT
309
Grove Bank & Trust
Florida
$223K
Comerica Bank
310
Comerica Bank
Texas
$222K -$34.4K -348 -14%
S
311
SignatureFD
Georgia
$219K
PIA
312
Perennial Investment Advisors
California
$217K +$2.47K +25 +1%
HIA
313
Harbor Investment Advisory
Maryland
$217K +$25.7K +260 +13%
LWA
314
LWS Wealth Advisors
New Jersey
$214K -$24.6K -249 -10%
BSSFA
315
Baron Silver Stevens Financial Advisors
Florida
$211K
KA
316
Klingman & Associates
New York
$211K
W
317
Wealthquest
Ohio
$211K +$213K +2,151 New
BCI
318
Brinker Capital Investments
Pennsylvania
$207K
MC
319
Moors & Cabot
Massachusetts
$207K +$4.15K +42 +2%
CA
320
Callahan Advisors
Texas
$206K -$49.4K -500 -19%
FPF
321
First Pacific Financial
Washington
$206K -$7.71K -78 -4%
LIM
322
Leavell Investment Management
Alabama
$206K +$212K +2,150 New
KCM
323
Karp Capital Management
California
$204K
APG
324
Abacus Planning Group
South Carolina
$202K +$208K +2,102 New
KFP
325
KMG Fiduciary Partners
Ohio
$201K

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.