iShares ESG Optimized MSCI USA ETF
SUSA
480 hedge funds and large institutions have $2.26B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 195 reducing their positions, and 24 closing their positions.
117% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 24
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more funds holding
Funds holding: 458 → 480 (+22)
2% more capital invested
Capital invested by funds: $2.22B → $2.26B (+$39.4M)
0.89% more ownership
Funds ownership: 59.59% → 60.48% (+0.89%)
37% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.1M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.97M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$3.3M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$2.69M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$8.94M |
| 2 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$8.53M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$4.75M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.61M |
SUSA Hedge Fund Activity: Q4 2024 in Review
480 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2024, worth a combined $2.26B — up 1.8% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SUSA positions and 24 closed out — a net gain of 28 holders — while 123 added to existing stakes and 195 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $4.1M. The largest seller was GeoWealth Management, cutting an estimated $8.94M.
- 480 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2024, up from 458 in Q3 2024.
- Funds reported $2.26B of iShares ESG Optimized MSCI USA ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
- 52 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2024 and 24 closed out, a net change of +28 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $4.1M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2024 was GeoWealth Management, an estimated $8.94M sold.
Based on aggregated 13F filings for Q4 2024.