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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
NECFA
401
New England Capital Financial Advisors
Connecticut
$17.1K +$16.5K +200 New
TCWA
402
Ten Capital Wealth Advisors
Washington
$16.7K – – –
FSWA
403
Financial Synergies Wealth Advisors
Texas
$14.8K +$2.31K +28 +18%
PFC
404
Phocas Financial Corp
California
$12.3K +$12.4K +150 New
IF
405
Integrity Financial
Wyoming
$11.7K – – –
FP
406
Financial Perspectives
Minnesota
$11.5K – – –
LFG
407
Larson Financial Group
Missouri
$11.4K +$11.4K +138 New
PP
408
Pacifica Partners
Canada
$11K – – –
ASBI
409
American State Bank (Iowa)
Iowa
$10.4K – – –
CAM
410
Costello Asset Management
Pennsylvania
$9.88K – – –
TLA
411
Tanglewood Legacy Advisors
Texas
$8.56K +$8.57K +104 New
NHT
412
New Hampshire Trust
New Hampshire
$8.48K +$8.48K +103 New
LC
413
Lindbrook Capital
California
$8.23K -$89.5K -1,087 -92%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$8.23K -$8.24K -100 -50%
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$8.23K +$8.24K +100 New
NFSG
416
Newbridge Financial Services Group
Florida
$7.66K – – –
TCM
417
Tradewinds Capital Management
Washington
$7.41K -$247 -3 -3%
HCM
418
Hollencrest Capital Management
California
$5.93K +$5.93K +72 New
TSWM
419
Tyler-Stone Wealth Management
Ohio
$5K – – –
CWA
420
Clearview Wealth Advisors
Oregon
$4.28K – – –
LS
421
Leelyn Smith
Illinois
$3.79K +$494 +6 +15%
HCP
422
Hexagon Capital Partners
Arkansas
$2.96K – – –
FAM
423
Family Asset Management
South Carolina
$2.63K +$2.64K +32 New
AWM
424
Abound Wealth Management
Tennessee
$1.07K – – –
LWP
425
Laurel Wealth Planning
Minnesota
$906 – – –
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.