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iShares ESG Optimized MSCI USA ETF
SUSA

445 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 16

97% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 91

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$894M)

15% more funds holding

Funds holding: 388 → 445 (+57)

5.54% more ownership

Funds ownership: 55.15% → 60.68% (+5.5%)

Holders
445
Holders Change
+57
Holders Change %
+14.69%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$288M
2
JP Morgan Chase
JP Morgan Chase
New York
+$41M
3
TCM
Tradewinds Capital Management
Washington
+$28.3M
4
Bank of America
Bank of America
North Carolina
+$24.9M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$8.11M
2
HT
HAP Trading
New York
-$3.83M
3
PSUF
People's United Financial
Connecticut
-$2.78M
4
LNWTC
Laird Norton Wetherby Trust Company
Washington
-$2.6M
5
SA
Stewardship Advisors
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
401
Concord Wealth Partners
Virginia
$74K – – –
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$74K – – –
AIA
403
Arcadia Investment Advisors
Idaho
$73K – – –
VNA
404
Valley National Advisers
Pennsylvania
$60K – – –
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$58K -$1.65K -16 -3%
LWA
406
Lenox Wealth Advisors
New York
$57K – – –
ACA
407
Aptus Capital Advisors
Alabama
$56K – – –
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$52K -$206 -2 -0.4%
CA
409
CoreCap Advisors
Michigan
$51K +$49.1K +478 New
CWM
410
Curi Wealth Management
North Carolina
$46K +$44.8K +436 New
PAIM
411
Punch & Associates Investment Management
Minnesota
$45K -$34.5K -336 -44%
DWMG
412
DB Wealth Management Group
California
$43K – – –
CFB
413
Cullen/Frost Bankers
Texas
$43K +$41.2K +401 New
MIM
414
Macroview Investment Management
Maryland
$41K – – –
FWM
415
Focused Wealth Management
New York
$40K -$9.15K -89 -19%
MFAM
416
M Financial Asset Management
Oregon
$37K – – –
WWM
417
Wolff Wiese Magana
California
$35K – – –
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$35K +$34.1K +332 New
TWC
419
TD Waterhouse Canada
Ontario, Canada
$29.7K +$28.8K +280 New
FRA
420
Front Row Advisors
California
$26K – – –
WPWM
421
Western Pacific Wealth Management
Illinois
$25K +$24.7K +240 New
PWMG
422
Prestige Wealth Management Group
New Jersey
$22K -$2.26K -22 -10%
TC
423
Trust Company
Kansas
$22K – – –
KTC
424
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
Simplex Trading
425
Simplex Trading
Illinois
$18K +$17.8K +173 New
15 16
17
18 19

SUSA Hedge Fund Activity: Q4 2021 in Review

445 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2021, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SUSA positions and 16 closed out — a net gain of 64 holders — while 179 added to existing stakes and 91 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $288M. The largest seller was Private Advisor Group, cutting an estimated $8.11M.

  • 445 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2021, up from 388 in Q3 2021.
  • Funds reported $2.92B of iShares ESG Optimized MSCI USA ETF stock for Q4 2021, up 44% quarter-over-quarter.
  • 80 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2021 and 16 closed out, a net change of +64 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $288M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2021 was Private Advisor Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2021.