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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
GWSG
376
GPS Wealth Strategies Group
Colorado
$113K – – –
FWP
377
FAS Wealth Partners
Kansas
$106K +$291 +3 +0.3%
MCM
378
Manchester Capital Management
Vermont
$103K -$1.82M -18,760 -95%
GEA
379
Glen Eagle Advisors
New Jersey
$97.8K +$581 +6 +0.6%
AJ
380
Ashburton (Jersey)
Jersey
$93K – – –
AIP
381
Ahrens Investment Partners
Louisiana
$83K -$68K -702 -45%
GT
382
Glenmede Trust
Pennsylvania
$83K – – –
HR
383
Howe & Rusling
New York
$82K – – –
BWP
384
Baldwin Wealth Partners
Massachusetts
$81K +$10.5K +108 +15%
SSB
385
Sandy Spring Bank
Maryland
$80K – – –
WAM
386
Worth Asset Management
Texas
$75K +$86.2K +890 New
PA
387
Parallel Advisors
California
$70K -$490K -5,059 -88%
AIA
388
Arcadia Investment Advisors
Idaho
$68.6K +$2.04K +21 +3%
CWP
389
Concord Wealth Partners
Virginia
$68K – – –
APC
390
Aspire Private Capital
North Carolina
$67K -$3.29K -34 -5%
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$61K +$7.37K +76 +14%
VNA
392
Valley National Advisers
Pennsylvania
$55K – – –
ACA
393
Aptus Capital Advisors
Alabama
$51K – – –
LWA
394
Lenox Wealth Advisors
New York
$51K – – –
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
$47K – – –
TRCT
396
Tower Research Capital (TRC)
New York
$46K -$140K -1,449 -75%
CWM
397
Curi Wealth Management
North Carolina
$42K – – –
PAIM
398
Punch & Associates Investment Management
Minnesota
$41K – – –
DWMG
399
DB Wealth Management Group
California
$39K – – –
CFB
400
Cullen/Frost Bankers
Texas
$39K +$97 +1 +0.2%
14 15
16
17 18

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.