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iShares ESG Optimized MSCI USA ETF
SUSA

428 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

8% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 136

0% less funds holding

Funds holding: 429 → 428 (-1)

0.69% less ownership

Funds ownership: 59.26% → 58.57% (-0.69%)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$524M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$4.15M
2
M&T Bank
M&T Bank
New York
+$3.94M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.72M
4
AA
Acorns Advisers
California
+$2.24M
5
MWM
Mission Wealth Management
California
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50.8M
2
RJA
Raymond James & Associates
Florida
-$41.9M
3
ST
Spinnaker Trust
Maine
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.79M
5
SWP
Stratos Wealth Partners
Ohio
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
326
Western Pacific Wealth Management
Illinois
$223K – – –
PIA
327
Perennial Investment Advisors
California
$223K +$218K +2,538 New
HA
328
Harfst & Associates
Wyoming
$221K -$30.1K -350 -12%
HWA
329
HCR Wealth Advisors
California
$219K – – –
MCM
330
Mill Capital Management
North Carolina
$217K – – –
VHAM
331
Van Hulzen Asset Management
California
$216K – – –
CFD
332
Creative Financial Designs
Indiana
$216K +$773 +9 +0.4%
DWT
333
Dorsey & Whitney Trust
South Dakota
$215K – – –
MLA
334
My Legacy Advisors
Oregon
$213K +$211K +2,453 New
LP
335
LGL Partners
Pennsylvania
$213K +$208K +2,425 New
KLI
336
Kelman-Lazarov Inc
Tennessee
$211K +$206K +2,403 New
LWA
337
LWS Wealth Advisors
New Jersey
$210K +$206K +2,397 New
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$209K -$190K -2,206 -48%
D
339
Diversified
Delaware
$208K +$204K +2,370 New
BAM
340
Baldrige Asset Management
Pennsylvania
$207K +$1.98K +23 +1%
TSS
341
Two Sigma Securities
New York
$206K +$201K +2,343 New
GBT
342
Grove Bank & Trust
Florida
$204K – – –
DT
343
Diversified Trust
Tennessee
$204K +$200K +2,323 New
FCG
344
Financial Connections Group
California
$203K – – –
AWA
345
Archvest Wealth Advisors
California
$202K +$198K +2,307 New
CAWM
346
Capital Advisors Wealth Management
Washington
$202K +$197K +2,297 New
S
347
SignatureFD
Georgia
$200K – – –
AWM
348
AllSquare Wealth Management
New York
$194K – – –
TRCT
349
Tower Research Capital (TRC)
New York
$192K -$739K -8,604 -80%
SWM
350
Spire Wealth Management
Virginia
$190K +$11.2K +130 +6%
12 13
14
15 16

SUSA Hedge Fund Activity: Q1 2023 in Review

428 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2023, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSA positions and 29 closed out — a net gain of 11 holders — while 147 added to existing stakes and 136 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $50.8M.

  • 428 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2023, down from 429 in Q4 2022.
  • Funds reported $1.9B of iShares ESG Optimized MSCI USA ETF stock for Q1 2023, down 22% quarter-over-quarter.
  • 40 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2023 and 29 closed out, a net change of +11 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2023 was B. Riley Wealth Advisors, an estimated $4.15M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2023 was Bank of America, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2023.