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iShares ESG Optimized MSCI USA ETF
SUSA

434 hedge funds and large institutions have $2.33B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 162 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 129

2% less funds holding

Funds holding: 445 → 434 (-11)

3.51% less ownership

Funds ownership: 60.68% → 57.17% (-3.5%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

20% less capital invested

Capital invested by funds: $2.92B → $2.33B (-$593M)

Holders
434
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
6.85%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
162
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.81M
3
PC
Permanens Capital
New York
+$7.64M
4
SWP
Stratos Wealth Partners
Ohio
+$7.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.87M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$327M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$12.9M
4
Wells Fargo
Wells Fargo
California
-$9.33M
5
Morgan Stanley
Morgan Stanley
New York
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
351
LWS Wealth Advisors
New Jersey
$217K +$388 +4 +0.2%
BSSFA
352
Baron Silver Stevens Financial Advisors
Florida
$213K – – –
PIA
353
Perennial Investment Advisors
California
$213K +$1.16K +12 +0.5%
KA
354
Klingman & Associates
New York
$212K – – –
GRP
355
Global Retirement Partners
California
$212K +$244K +2,519 New
APA
356
American Portfolios Advisors
New York
$212K -$10.4K -107 -5%
BCI
357
Brinker Capital Investments
Pennsylvania
$209K – – –
LIM
358
Leavell Investment Management
Alabama
$208K – – –
W
359
Wealthquest
Ohio
$208K – – –
CF
360
Corrigan Financial
Rhode Island
$205K -$26.2K -270 -11%
KFP
361
KMG Fiduciary Partners
Ohio
$203K – – –
FPF
362
First Pacific Financial
Washington
$202K -$5.62K -58 -3%
AWM
363
AllSquare Wealth Management
New York
$197K – – –
GWM
364
Geneos Wealth Management
Colorado
$192K -$136K -1,400 -41%
MCC
365
Money Concepts Capital
Florida
$182K +$12.2K +126 +7%
BCPWM
366
Bradley & Co Private Wealth Management
Florida
$174K – – –
ATC
367
Adirondack Trust Company
New York
$164K +$33.4K +345 +26%
PFS
368
Prospera Financial Services
Texas
$160K +$160K +1,649 New
AF
369
Advisornet Financial
Minnesota
$158K +$68.8K +710 +77%
CCM
370
Covington Capital Management
California
$153K – – –
RG
371
Retirement Group
California
$143K -$43.3K -447 -23%
RE
372
RBC Europe
United Kingdom
$134K +$48.5K +500 +56%
CWM
373
Cranbrook Wealth Management
Michigan
$132K +$194 +2 +0.1%
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$120K -$49.5K -511 -29%
CT
375
Caldwell Trust
Florida
$114K – – –
13 14
15
16 17

SUSA Hedge Fund Activity: Q1 2022 in Review

434 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2022, worth a combined $2.33B — down 20% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SUSA and 35 opened new positions — a net loss of 6 holders — while 129 trimmed existing stakes and 162 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.07M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $327M sold.

  • 434 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2022, down from 445 in Q4 2021.
  • Funds reported $2.33B of iShares ESG Optimized MSCI USA ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $9.07M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2022.