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iShares ESG Optimized MSCI USA ETF
SUSA

416 hedge funds and large institutions have $1.86B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 175 increasing their positions, 112 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 112

0.22% more ownership

Funds ownership: 57.17% → 57.4% (+0.22%)

4% less funds holding

Funds holding: 434 → 416 (-18)

20% less capital invested

Capital invested by funds: $2.33B → $1.86B (-$476M)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

62% less funds holding in top 10

Funds holding in top 10: 13 → 5 (-8)

Holders
416
Holders Change
-18
Holders Change %
-4.15%
% of All Funds
7.01%
Holding in Top 10
5
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-61.54%
% of All Funds
0.08%
New
30
Increased
175
Reduced
112
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$16.1M
2
RJA
Raymond James & Associates
Florida
+$10.7M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.23M
4
HPC
HM Payson & Co
Maine
+$4.7M
5
MWM
Mission Wealth Management
California
+$4.5M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$26M
2
Morgan Stanley
Morgan Stanley
New York
-$22.4M
3
WA
Win Advisors
Florida
-$18.5M
4
Bank of America
Bank of America
North Carolina
-$18.1M
5
Ameriprise
Ameriprise
Minnesota
-$15M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
401
Fure Financial Corporation
Minnesota
$11K +$2.63K +30 +26%
ASBI
402
American State Bank (Iowa)
Iowa
$10.2K +$2.28K +26 +26%
NFSG
403
Newbridge Financial Services Group
Florida
$8K – – –
MS
404
Mizuho Securities
Japan
$6K -$5.44K -62 -52%
CWA
405
Clearview Wealth Advisors
Oregon
$4K – – –
EW
406
Evoke Wealth
California
$4K – – –
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$4K +$3.42K +39 +780%
AW
408
ACG Wealth
Georgia
$4K +$4.57K +52 New
TSWM
409
Tyler-Stone Wealth Management
Ohio
$4K +$4.83K +55 New
Bank of Montreal
410
Bank of Montreal
Ontario, Canada
$3.52K -$36.3K -413 -1%
HCP
411
Hexagon Capital Partners
Arkansas
$3K – – –
LS
412
Leelyn Smith
Illinois
$3K – – –
LWP
413
Laurel Wealth Planning
Minnesota
$1K – – –
PMFA
414
Plante Moran Financial Advisors
Michigan
$1K – – –
S
415
Surevest
California
$1K +$966 +11 New
WIM
416
Westside Investment Management
California
$789 -$65K -740 -7%
DP
417
Divergent Planning
Maryland
– -$12.4M -127,312 Closed
PG
418
Prostatis Group
Maryland
– -$4.41M -45,571 Closed
FTUS
419
Flow Traders U.S.
New York
– -$4.12M -42,552 Closed
AT
420
American Trust
Kentucky
– -$3.05M -31,461 Closed
LNWTC
421
Laird Norton Wetherby Trust Company
Washington
– -$2.62M -27,064 Closed
ADL
422
Asset Dedication LLC
California
– -$1.83M -18,889 Closed
AWM
423
Axxcess Wealth Management
California
– -$1.39M -14,314 Closed
GWA
424
GGM Wealth Advisors
Maryland
– -$1.09M -11,490 Closed
FANJ
425
Financial Architects (New Jersey)
New Jersey
– -$571K -5,900 Closed
15 16
17
18 19

SUSA Hedge Fund Activity: Q2 2022 in Review

416 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2022, worth a combined $1.86B — down 20% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SUSA and 30 opened new positions — a net loss of 14 holders — while 112 trimmed existing stakes and 175 added.

The largest buyer was M&T Bank, adding an estimated $16.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26M.

  • 416 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2022, down from 434 in Q1 2022.
  • Funds reported $1.86B of iShares ESG Optimized MSCI USA ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 30 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2022 and 44 closed out, a net change of -14 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2022 was M&T Bank, an estimated $16.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2022.