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iShares ESG Optimized MSCI USA ETF
SUSA

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453 → 453 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17.87% less ownership

Funds ownership: 76.51% → 58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.59M
2
MWM
Mission Wealth Management
California
+$4.46M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.35M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.3M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
Morgan Stanley
Morgan Stanley
New York
-$136M
4
Bank of America
Bank of America
North Carolina
-$29.8M
5
RJA
Raymond James & Associates
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
326
Flagship Private Wealth
Massachusetts
$279K +$3.33K +32 +1%
LA
327
LexAurum Advisors
Kansas
$278K +$11.1K +107 +4%
HWA
328
HCR Wealth Advisors
California
$276K – – –
BC
329
Brio Consultants
California
$276K +$312 +3 +0.1%
CPA
330
Capital Performance Advisors
California
$276K – – –
TFS
331
Thoroughbred Financial Services
Tennessee
$275K – – –
BWM
332
Bulltick Wealth Management
Florida
$273K -$6.25K -60 -2%
DWM
333
Dakota Wealth Management
Florida
$271K +$521 +5 +0.2%
LP
334
LGL Partners
Pennsylvania
$268K +$729 +7 +0.3%
DWT
335
Dorsey & Whitney Trust
South Dakota
$268K – – –
FFN
336
Focus Financial Network
Minnesota
$266K -$35.1K -337 -12%
Millennium Management
337
Millennium Management
New York
$266K +$253K +2,434 New
VHAM
338
Van Hulzen Asset Management
California
$264K – – –
CW
339
CreativeOne Wealth
Kansas
$259K +$247K +2,369 New
GBT
340
Grove Bank & Trust
Florida
$254K – – –
KLI
341
Kelman-Lazarov Inc
Tennessee
$254K -$5.21K -50 -2%
DT
342
Diversified Trust
Tennessee
$254K -$54.7K -525 -18%
DAS
343
Dynamic Advisor Solutions
Arizona
$251K +$240K +2,301 New
S
344
SignatureFD
Georgia
$249K – – –
D
345
Diversified
Delaware
$249K -$12.2K -117 -5%
HA
346
Harfst & Associates
Wyoming
$247K – – –
PFPT
347
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K – – –
PWMG
348
Private Wealth Management Group
New Jersey
$241K -$5.1K -49 -2%
AWM
349
AllSquare Wealth Management
New York
$241K – – –
Bank of New York Mellon
350
Bank of New York Mellon
New York
$237K -$1.25K -12 -0.5%
12 13
14
15 16

SUSA Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.

  • 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2024.