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iShares ESG Optimized MSCI USA ETF
SUSA

429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.7B → $2.42B (+$721M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 395 → 429 (+34)

2.14% more ownership

Funds ownership: 57.12% → 59.26% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$30.3M
2
RJA
Raymond James & Associates
Florida
+$26.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.34M
4
BlackRock
BlackRock
New York
+$8.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$20.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$8.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.67M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
326
Guerra Pan Advisors
New Jersey
$219K – – –
BP
327
Ballentine Partners
Massachusetts
$219K – – –
HG
328
Harbor Group
New Hampshire
$219K -$4.61K -56 -2%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$215K +2,615 New
MA
330
MJP Associates
Connecticut
$214K -$73.1K -887 -25%
LA
331
LexAurum Advisors
Kansas
$212K +$212K +2,576 New
NHFG
332
New Harbor Financial Group
Massachusetts
$211K +$211K +2,563 New
CPA
333
Capital Performance Advisors
California
$210K +$210K +2,550 New
WPWM
334
Western Pacific Wealth Management
Illinois
$209K – – –
HWA
335
HCR Wealth Advisors
California
$206K +$206K +2,500 New
MCM
336
Mill Capital Management
North Carolina
$204K – – –
VHAM
337
Van Hulzen Asset Management
California
$202K +$203K +2,459 New
DWT
338
Dorsey & Whitney Trust
South Dakota
$202K +$202K +2,451 New
CFD
339
Creative Financial Designs
Indiana
$201K +$824 +10 +0.4%
NSIM
340
North Star Investment Management
Illinois
$199K – – –
Fidelity Investments
341
Fidelity Investments
Massachusetts
$196K -$76.5K -929 -28%
BAM
342
Baldrige Asset Management
Pennsylvania
$192K +$9.8K +119 +5%
GBT
343
Grove Bank & Trust
Florida
$192K +$192K +2,328 New
FCG
344
Financial Connections Group
California
$190K – – –
PAI
345
Pittenger & Anderson Inc
Nebraska
$189K -$114K -1,383 -38%
S
346
SignatureFD
Georgia
$188K – – –
CCM
347
Cribstone Capital Management
Maine
$187K -$2.39K -29 -1%
CS
348
Credit Suisse
Switzerland
$184K – – –
IWP
349
IAG Wealth Partners
Wisconsin
$182K -$10.4K -126 -5%
AWM
350
AllSquare Wealth Management
New York
$182K – – –
12 13
14
15 16

SUSA Hedge Fund Activity: Q4 2022 in Review

429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.

  • 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.