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iShares ESG Optimized MSCI USA ETF
SUSA

429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.7B → $2.42B (+$721M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 395 → 429 (+34)

2.14% more ownership

Funds ownership: 57.12% → 59.26% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$30.3M
2
RJA
Raymond James & Associates
Florida
+$26.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.34M
4
BlackRock
BlackRock
New York
+$8.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$20.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$8.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.67M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
351
Money Concepts Capital
Florida
$180K +$57.9K +703 +47%
MFC
352
Morris Financial Concepts
South Carolina
$173K -$39.7K -482 -19%
SWM
353
Spire Wealth Management
Virginia
$168K -$24.1K -292 -13%
ATC
354
Adirondack Trust Company
New York
$162K – – –
GWM
355
Geneos Wealth Management
Colorado
$161K +$5.35K +65 +3%
IA
356
IFP Advisors
Florida
$149K -$86.7K -1,052 -44%
BCPWM
357
Bradley & Co Private Wealth Management
Florida
$148K – – –
FM
358
Family Management
New York
$142K – – –
CA
359
Corrado Advisors
New Jersey
$142K +$142K +1,730 New
CWM
360
Cranbrook Wealth Management
Michigan
$113K +$165 +2 +0.1%
CIAS
361
Capital Investment Advisory Services
North Carolina
$107K +$107K +1,303 New
RG
362
Retirement Group
California
$98K +$12.8K +156 +15%
PWMG
363
Prestige Wealth Management Group
New Jersey
$93.6K – – –
FWP
364
FAS Wealth Partners
Kansas
$91.1K +$906 +11 +1%
BFPW
365
BOK Financial Private Wealth
Colorado
$90.7K – – –
AF
366
Advisornet Financial
Minnesota
$90.7K -$44K -534 -33%
AIA
367
Arcadia Investment Advisors
Idaho
$89.8K +$28.8K +350 +47%
GEA
368
Glen Eagle Advisors
New Jersey
$85K +$1.89K +23 +2%
PIMG
369
Patriot Investment Management Group
Tennessee
$78.5K +$74.1K +900 New
CT
370
Caldwell Trust
Florida
$74.1K – – –
GT
371
Glenmede Trust
Pennsylvania
$71K – – –
HR
372
Howe & Rusling
New York
$70K – – –
SSB
373
Sandy Spring Bank
Maryland
$69K – – –
BWP
374
Baldwin Wealth Partners
Massachusetts
$68.6K – – –
CA
375
Crewe Advisors
Utah
$66.8K – – –
13 14
15
16 17

SUSA Hedge Fund Activity: Q4 2022 in Review

429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.

  • 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.