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iShares ESG Optimized MSCI USA ETF
SUSA

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: 8 → 9 (+1)

9% more capital invested

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

4% more funds holding

Funds holding: 374 → 388 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.86M
5
BHB
Bank Hapoalim BM
Israel
+$8.44M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Goldman Sachs
Goldman Sachs
New York
-$2.08M
4
Betterment LLC
Betterment LLC
New York
-$1.76M
5
TA
Tiedemann Advisors
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
AllSquare Wealth Management
New York
$195K – – –
BCPWM
327
Bradley & Co Private Wealth Management
Florida
$173K -$1.98K -20 -1%
HI
328
Hudock Inc
Pennsylvania
$173K +$395 +4 +0.2%
FWP
329
FAS Wealth Partners
Kansas
$161K – – –
IA
330
IFP Advisors
Florida
$141K – – –
CCM
331
Covington Capital Management
California
$134K – – –
CWM
332
Cranbrook Wealth Management
Michigan
$130K +$99 +1 +0.1%
ATC
333
Adirondack Trust Company
New York
$124K +$59.3K +600 +100%
NL
334
NEPC LLC
Massachusetts
$116K +$53.1K +537 +79%
BAM
335
Barrett Asset Management
New York
$115K – – –
Fidelity Investments
336
Fidelity Investments
Massachusetts
$115K +$66.8K +676 +129%
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$115K +$119K +1,200 New
CT
338
Caldwell Trust
Florida
$113K – – –
GWSG
339
GPS Wealth Strategies Group
Colorado
$112K – – –
GEA
340
Glen Eagle Advisors
New Jersey
$95.5K +$988 +10 +1%
RE
341
RBC Europe
United Kingdom
$86.8K +$17.3K +175 +24%
AF
342
Advisornet Financial
Minnesota
$84K – – –
HR
343
Howe & Rusling
New York
$82K – – –
GT
344
Glenmede Trust
Pennsylvania
$82K +$85.2K +862 New
WLPWM
345
Walled Lake Planning & Wealth Management
Illinois
$74K +$76.7K +776 New
PAIM
346
Punch & Associates Investment Management
Minnesota
$73K – – –
BWP
347
Baldwin Wealth Partners
Massachusetts
$71K – – –
APC
348
Aspire Private Capital
North Carolina
$70K -$11.2K -113 -13%
PA
349
Parallel Advisors
California
$69K – – –
TWM
350
Tradition Wealth Management
Minnesota
$69K +$13.5K +137 +23%
12 13
14
15 16

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.