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iShares ESG Optimized MSCI USA ETF
SUSA

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453 → 453 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17.87% less ownership

Funds ownership: 76.51% → 58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.59M
2
MWM
Mission Wealth Management
California
+$4.46M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.35M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.3M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
Morgan Stanley
Morgan Stanley
New York
-$136M
4
Bank of America
Bank of America
North Carolina
-$29.8M
5
RJA
Raymond James & Associates
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
351
United Bank (Virginia)
Virginia
$236K +$225K +2,165 New
AWA
352
Arkadios Wealth Advisors
Georgia
$236K – – –
LIM
353
Leavell Investment Management
Alabama
$235K – – –
MAC
354
Mason & Associates (California)
California
$233K -$93.7K -900 -30%
KFP
355
KMG Fiduciary Partners
Ohio
$229K – – –
GI
356
GLOBALT Investments
Georgia
$228K -$28.7K -276 -12%
HI
357
Hudock Inc
Pennsylvania
$226K -$69.1K -664 -24%
Qube Research & Technologies (QRT)
358
Qube Research & Technologies (QRT)
United Kingdom
$224K +$206K +1,980 +2,640%
ATC
359
Adirondack Trust Company
New York
$224K – – –
CA
360
Cornerstone Advisory
Maryland
$220K – – –
TW
361
Traveka Wealth
California
$218K – – –
SWM
362
Spire Wealth Management
Virginia
$218K -$1.46K -14 -0.7%
MFG
363
Magnus Financial Group
New York
$217K +$207K +1,984 New
CIA
364
Concurrent Investment Advisors
Florida
$216K +$206K +1,983 New
Neuberger Berman Group
365
Neuberger Berman Group
New York
$216K -$6.46K -62 -3%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$213K -$52.7K -506 -21%
SC
367
Savant Capital
Illinois
$212K +$203K +1,945 New
BSSFA
368
Baron Silver Stevens Financial Advisors
Florida
$212K +$202K +1,941 New
HPM
369
Hoxton Planning & Management
West Virginia
$212K +$202K +1,941 New
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$210K -$41.7K -400 -17%
IWP
371
IAG Wealth Partners
Wisconsin
$209K -$29.7K -285 -13%
MCM
372
Mill Capital Management
North Carolina
$207K +$198K +1,900 New
IWM
373
IHT Wealth Management
Illinois
$206K +$196K +1,886 New
BHWM
374
Bar Harbor Wealth Management
New Hampshire
$206K -$19.8K -190 -9%
GWM
375
Geneos Wealth Management
Colorado
$204K – – –
13 14
15
16 17

SUSA Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.

  • 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2024.