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iShares ESG Optimized MSCI USA ETF
SUSA

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374 → 388 (+14)

1.35% less ownership

Funds ownership: 56.5% → 55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.86M
5
BHB
Bank Hapoalim BM
Israel
+$8.44M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Goldman Sachs
Goldman Sachs
New York
-$2.08M
4
Betterment LLC
Betterment LLC
New York
-$1.76M
5
TA
Tiedemann Advisors
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
351
Concord Wealth Partners
Virginia
$67K – – –
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$67K – – –
AIA
353
Arcadia Investment Advisors
Idaho
$65.9K -$2.27K -23 -3%
VNA
354
Valley National Advisers
Pennsylvania
$54K – – –
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$54K +$2.67K +27 +5%
LWA
356
Lenox Wealth Advisors
New York
$52K – – –
PWA
357
Phoenix Wealth Advisors
North Carolina
$52K – – –
ACA
358
Aptus Capital Advisors
Alabama
$50K – – –
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$47K – – –
FWM
360
Focused Wealth Management
New York
$44K +$198 +2 +0.4%
DWMG
361
DB Wealth Management Group
California
$39K – – –
MIM
362
Macroview Investment Management
Maryland
$37K – – –
Barclays
363
Barclays
United Kingdom
$37K +$13.9K +141 +58%
MFAM
364
M Financial Asset Management
Oregon
$33K – – –
GKWIM
365
Gerber Kawasaki Wealth & Investment Management
California
$32K -$416K -4,208 -99%
WWM
366
Wolff Wiese Magana
California
$32K – – –
ACA
367
Atlas Capital Advisors
Wyoming
$28.9K +$99 +1 +0.3%
FRA
368
Front Row Advisors
California
$24K – – –
PWMG
369
Prestige Wealth Management Group
New Jersey
$22K – – –
CAAS
370
Capital Asset Advisory Services
Michigan
$22K +$99 +1 +0.4%
TC
371
Trust Company
Kansas
$20K – – –
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
SFPG
373
Stonebridge Financial Planning Group
Florida
$16K – – –
FP
374
Financial Perspectives
Minnesota
$13.1K +$99 +1 +0.7%
PP
375
Pacifica Partners
Canada
$13K – – –
13 14
15
16 17

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.