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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
WA
376
Win Advisors
Florida
$66.3K – – –
PA
377
Parallel Advisors
California
$60.4K -$1.65K -20 -3%
CWP
378
Concord Wealth Partners
Virginia
$57.6K +$57.7K +700 New
CTA
379
Colonial Trust Advisors
South Carolina
$53.5K +$53.5K +650 New
VWM
380
Valley Wealth Managers
New Jersey
$48.4K – – –
PTC
381
Private Trust Company
Ohio
$48K – – –
VNA
382
Valley National Advisers
Pennsylvania
$48K – – –
FFA
383
Farther Finance Advisors
California
$44.9K +$45K +546 New
ACA
384
Aptus Capital Advisors
Alabama
$43.3K – – –
GWANC
385
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.3K – – –
RPCA
386
Running Point Capital Advisors
California
$40.7K +$40.8K +495 New
CA
387
CoreCap Advisors
Michigan
$39.3K +$39.4K +478 New
RIA
388
Realta Investment Advisors
Delaware
$37K +$37K +449 New
IRC
389
Investors Research Corp
Georgia
$35.5K – – –
TFS
390
TrustCore Financial Services
Tennessee
$33.2K – – –
MIM
391
Macroview Investment Management
Maryland
$31.4K – – –
FWM
392
Focused Wealth Management
New York
$31.2K +$82 +1 +0.3%
DWMG
393
DB Wealth Management Group
California
$31.2K – – –
PS
394
PayPay Securities
Japan
$30.5K +$30.6K +371 New
MFAM
395
M Financial Asset Management
Oregon
$30K – – –
Qube Research & Technologies (QRT)
396
Qube Research & Technologies (QRT)
United Kingdom
$29.4K -$35.7K -433 -55%
WWM
397
Wolff Wiese Magana
California
$27.2K – – –
BAM
398
Byrne Asset Management
New Jersey
$20.4K +$20.4K +248 New
FRA
399
Front Row Advisors
California
$20K – – –
SPWM
400
Spartan Planning & Wealth Management
North Carolina
$19.5K -$1.24K -15 -6%
14 15
16
17 18

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.