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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
351
Private Wealth Management Group
New Jersey
$248K
AWM
352
AllSquare Wealth Management
New York
$248K
ATC
353
Adirondack Trust Company
New York
$247K +$15.7K +145 +7%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$245K +$28K +258 +13%
LIM
355
Leavell Investment Management
Alabama
$242K
BIG
356
Boothe Investment Group
Delaware
$240K +$232K +2,140 New
MAC
357
Mason & Associates (California)
California
$239K
KFP
358
KMG Fiduciary Partners
Ohio
$236K
GI
359
GLOBALT Investments
Georgia
$234K -$1.08K -10 -0.5%
HI
360
Hudock Inc
Pennsylvania
$233K +$108 +1 +0%
IWP
361
IAG Wealth Partners
Wisconsin
$232K +$16.7K +154 +8%
CA
362
Cornerstone Advisory
Maryland
$226K
TW
363
Traveka Wealth
California
$225K
MFG
364
Magnus Financial Group
New York
$223K +$542 +5 +0.3%
WIA
365
World Investment Advisors
California
$222K +$214K +1,975 New
ES
366
Eagle Strategies
New York
$219K +$211K +1,949 New
SC
367
Savant Capital
Illinois
$218K -$108 -1 -0.1%
PAI
368
Pittenger & Anderson Inc
Nebraska
$218K +$9.21K +85 +5%
HPM
369
Hoxton Planning & Management
West Virginia
$218K
FCG
370
Fielder Capital Group
Tennessee
$217K -$204K -1,881 -49%
MCM
371
Mill Capital Management
North Carolina
$214K
GWM
372
Geneos Wealth Management
Colorado
$211K +$1.08K +10 +0.5%
SWM
373
Spire Wealth Management
Virginia
$207K -$16.3K -150 -8%
FI
374
Financial Insights
Washington
$207K
RWM
375
Refined Wealth Management
Utah
$206K

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.