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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
326
Penobscot Investment Management
Massachusetts
$288K
LA
327
LexAurum Advisors
Kansas
$287K +$108 +1 +0%
SWIG
328
Strategic Wealth Investment Group
Kentucky
$285K +$275K +2,539 New
HWA
329
HCR Wealth Advisors
California
$284K
CPA
330
Capital Performance Advisors
California
$284K
Neuberger Berman Group
331
Neuberger Berman Group
New York
$282K +$58K +535 +27%
CP
332
Creekside Partners
California
$280K +$270K +2,489 New
DWM
333
Dakota Wealth Management
Florida
$279K +$434 +4 +0.2%
LP
334
LGL Partners
Pennsylvania
$277K +$650 +6 +0.2%
DWT
335
Dorsey & Whitney Trust
South Dakota
$275K
VHAM
336
Van Hulzen Asset Management
California
$269K -$3.04K -28 -1%
CCFM
337
Clear Creek Financial Management
Washington
$266K -$215K -1,981 -46%
CIA
338
Concurrent Investment Advisors
Florida
$265K +$40.8K +376 +19%
GBT
339
Grove Bank & Trust
Florida
$262K
DT
340
Diversified Trust
Tennessee
$261K
TFS
341
Thoroughbred Financial Services
Tennessee
$259K -$23.2K -214 -8%
AWA
342
Arete Wealth Advisors
Illinois
$259K +$250K +2,303 New
FCG
343
Financial Connections Group
California
$259K +$251K +2,313 New
DAS
344
Dynamic Advisor Solutions
Arizona
$259K +$108 +1 +0%
S
345
SignatureFD
Georgia
$256K
HA
346
Harfst & Associates
Wyoming
$255K
KLI
347
Kelman-Lazarov Inc
Tennessee
$255K -$6.61K -61 -3%
CAWM
348
Capital Advisors Wealth Management
Washington
$253K -$32.5K -300 -12%
AWA
349
Arkadios Wealth Advisors
Georgia
$251K +$8.02K +74 +3%
PFPT
350
Pinnacle Financial Partners (Tennessee)
Tennessee
$251K

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.