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iShares ESG Optimized MSCI USA ETF
SUSA

434 hedge funds and large institutions have $2.33B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 162 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 129

2% less funds holding

Funds holding: 445 → 434 (-11)

3.51% less ownership

Funds ownership: 60.68% → 57.17% (-3.5%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

20% less capital invested

Capital invested by funds: $2.92B → $2.33B (-$593M)

Holders
434
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
6.85%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
162
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.81M
3
PC
Permanens Capital
New York
+$7.64M
4
SWP
Stratos Wealth Partners
Ohio
+$7.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.87M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$327M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$12.9M
4
Wells Fargo
Wells Fargo
California
-$9.33M
5
Morgan Stanley
Morgan Stanley
New York
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
MAI Capital Management
Ohio
$257K +$775 +8 +0.3%
CCFCSB
327
Cape Cod Five Cents Savings Bank
Massachusetts
$254K -$7.66K -79 -3%
RTC
328
Riverview Trust Company
Washington
$252K – – –
SAM
329
Secure Asset Management
Michigan
$251K -$20.1K -207 -7%
ES
330
Eagle Strategies
New York
$249K -$34.1K -352 -12%
LA
331
LexAurum Advisors
Kansas
$249K – – –
IWP
332
IAG Wealth Partners
Wisconsin
$249K +$19.1K +197 +8%
CPA
333
Capital Performance Advisors
California
$247K – – –
D
334
Diversified
Delaware
$245K +$388 +4 +0.2%
WPWM
335
Western Pacific Wealth Management
Illinois
$245K +$223K +2,300 +958%
HWA
336
HCR Wealth Advisors
California
$242K – – –
SS
337
Sunbelt Securities
Texas
$241K +$1.94K +20 +0.8%
GPA
338
Guerra Pan Advisors
New Jersey
$239K -$21.7K -224 -8%
APW
339
Austin Private Wealth
Texas
$239K – – –
DWT
340
Dorsey & Whitney Trust
South Dakota
$237K -$49.3K -509 -17%
CAG
341
Csenge Advisory Group
Florida
$234K +$234K +2,417 New
NSIM
342
North Star Investment Management
Illinois
$232K -$32K -330 -12%
CCM
343
Cribstone Capital Management
Maine
$231K -$40.2K -415 -15%
WF
344
Welch & Forbes
Massachusetts
$229K – – –
MFA
345
Mayflower Financial Advisors
Massachusetts
$229K +$26.1K +269 +13%
FCG
346
Financial Connections Group
California
$225K – – –
GBT
347
Grove Bank & Trust
Florida
$225K – – –
S
348
SignatureFD
Georgia
$221K – – –
Wealth Enhancement Advisory Services
349
Wealth Enhancement Advisory Services
Minnesota
$219K +$216K +2,234 New
ZF
350
Zhang Financial
Michigan
$219K +$219K +2,264 New
12 13
14
15 16

SUSA Hedge Fund Activity: Q1 2022 in Review

434 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2022, worth a combined $2.33B — down 20% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SUSA and 35 opened new positions — a net loss of 6 holders — while 129 trimmed existing stakes and 162 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.07M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $327M sold.

  • 434 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2022, down from 445 in Q4 2021.
  • Funds reported $2.33B of iShares ESG Optimized MSCI USA ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $9.07M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2022.