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iShares ESG Optimized MSCI USA ETF
SUSA

445 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 16

97% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 91

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$894M)

15% more funds holding

Funds holding: 388 → 445 (+57)

5.54% more ownership

Funds ownership: 55.15% → 60.68% (+5.5%)

Holders
445
Holders Change
+57
Holders Change %
+14.69%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$288M
2
JP Morgan Chase
JP Morgan Chase
New York
+$41M
3
TCM
Tradewinds Capital Management
Washington
+$28.3M
4
Bank of America
Bank of America
North Carolina
+$24.9M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$8.11M
2
HT
HAP Trading
New York
-$3.83M
3
PSUF
People's United Financial
Connecticut
-$2.78M
4
LNWTC
Laird Norton Wetherby Trust Company
Washington
-$2.6M
5
SA
Stewardship Advisors
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
351
American Portfolios Advisors
New York
$244K -$78.1K -760 -25%
S
352
SignatureFD
Georgia
$242K – – –
CPA
353
Capital Performance Advisors
California
$241K +$262K +2,550 New
SS
354
Sunbelt Securities
Texas
$238K -$73K -710 -23%
LWA
355
LWS Wealth Advisors
New Jersey
$238K +$308 +3 +0.1%
KCM
356
Karp Capital Management
California
$237K +$10.5K +102 +5%
BSSFA
357
Baron Silver Stevens Financial Advisors
Florida
$234K – – –
PIA
358
Perennial Investment Advisors
California
$233K -$7.2K -70 -3%
KA
359
Klingman & Associates
New York
$233K – – –
LWP
360
Laurel Wealth Planning
Minnesota
$231K -$688K -6,691 -75%
BCI
361
Brinker Capital Investments
Pennsylvania
$230K – – –
CA
362
Callahan Advisors
Texas
$228K – – –
FPF
363
First Pacific Financial
Washington
$228K – – –
LIM
364
Leavell Investment Management
Alabama
$228K – – –
APG
365
Abacus Planning Group
South Carolina
$223K – – –
KFP
366
KMG Fiduciary Partners
Ohio
$223K – – –
MFA
367
Mayflower Financial Advisors
Massachusetts
$223K +$216K +2,097 New
NL
368
Navalign LLC
California
$221K +$213K +2,076 New
AWM
369
AllSquare Wealth Management
New York
$216K – – –
MHI
370
Miller Howard Investments
New York
$215K +$208K +2,025 New
PP
371
Patron Partners
Texas
$210K +$203K +1,972 New
PPP
372
Private Portfolio Partners
New Jersey
$209K +$202K +1,969 New
W
373
Wealthquest
Ohio
$208K -$22.2K -216 -10%
TRCT
374
Tower Research Capital (TRC)
New York
$205K -$399K -3,878 -67%
RG
375
Retirement Group
California
$205K -$55.8K -543 -22%
13 14
15
16 17

SUSA Hedge Fund Activity: Q4 2021 in Review

445 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2021, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SUSA positions and 16 closed out — a net gain of 64 holders — while 179 added to existing stakes and 91 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $288M. The largest seller was Private Advisor Group, cutting an estimated $8.11M.

  • 445 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2021, up from 388 in Q3 2021.
  • Funds reported $2.92B of iShares ESG Optimized MSCI USA ETF stock for Q4 2021, up 44% quarter-over-quarter.
  • 80 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2021 and 16 closed out, a net change of +64 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $288M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2021 was Private Advisor Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2021.