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iShares ESG Optimized MSCI USA ETF
SUSA

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374 → 388 (+14)

1.35% less ownership

Funds ownership: 56.5% → 55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.86M
5
BHB
Bank Hapoalim BM
Israel
+$8.44M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Goldman Sachs
Goldman Sachs
New York
-$2.08M
4
Betterment LLC
Betterment LLC
New York
-$1.76M
5
TA
Tiedemann Advisors
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Costello Asset Management
Pennsylvania
$13K +$13.3K +135 New
FFC
377
Fure Financial Corporation
Minnesota
$11K +$11.5K +116 New
CA
378
Clearstead Advisors
Ohio
$10K – – –
Koshinski Asset Management
379
Koshinski Asset Management
Illinois
$9.79K +$10.1K +102 New
DOA
380
D'Orazio & Associates
Virginia
$8K – – –
MS
381
Mizuho Securities
Japan
$5K -$296 -3 -5%
JCM
382
Jacobi Capital Management
Pennsylvania
$5K +$4.94K +50 New
CWA
383
Clearview Wealth Advisors
Oregon
$4K -$988 -10 -19%
EW
384
Evoke Wealth
California
$4K – – –
HCP
385
Hexagon Capital Partners
Arkansas
$3K – – –
WIM
386
Westside Investment Management
California
$1.2K -$84.2K -852 -6%
GRP
387
Global Retirement Partners
California
$1K – – –
PMFA
388
Plante Moran Financial Advisors
Michigan
$1K – – –
GIA
389
Goodwin Investment Advisory
Georgia
$1K +$790 +8 New
AWM
390
AE Wealth Management
Kansas
– -$12.1M -126,544 Closed
TA
391
Tiedemann Advisors
New York
– -$1.22M -12,768 Closed
JWCA
392
J.W. Cole Advisors
Florida
– -$1.09M -11,437 Closed
AAP
393
Arax Advisory Partners
Colorado
– -$623K -6,525 Closed
WCFA
394
Walkner Condon Financial Advisors
Wisconsin
– -$528K -5,522 Closed
RCM
395
Radnor Capital Management
Pennsylvania
– -$334K -3,492 Closed
HTC
396
Haverford Trust Company
Pennsylvania
– -$265K -2,775 Closed
IWM
397
IHT Wealth Management
Illinois
– -$257K -2,687 Closed
FPW
398
Flagship Private Wealth
Massachusetts
– -$130K -1,339 Closed
GAM
399
Gemmer Asset Management
California
– -$110K -1,147 Closed
LAS
400
Lloyd Advisory Services
Georgia
– -$99K -1,041 Closed
13 14 15
16
17

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.