We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

428 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

8% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 136

0% less funds holding

Funds holding: 429 → 428 (-1)

0.69% less ownership

Funds ownership: 59.26% → 58.57% (-0.69%)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$524M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$4.15M
2
M&T Bank
M&T Bank
New York
+$3.94M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.72M
4
AA
Acorns Advisers
California
+$2.24M
5
MWM
Mission Wealth Management
California
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50.8M
2
RJA
Raymond James & Associates
Florida
-$41.9M
3
ST
Spinnaker Trust
Maine
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.79M
5
SWP
Stratos Wealth Partners
Ohio
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
401
Goodwin Investment Advisory
Georgia
$20.9K +$20.5K +238 New
AF
402
Allworth Financial
California
$18.4K +$18K +210 New
TCWA
403
Ten Capital Wealth Advisors
Washington
$17.8K – – –
NECFA
404
New England Capital Financial Advisors
Connecticut
$17.6K – – –
FSWA
405
Financial Synergies Wealth Advisors
Texas
$17.1K +$1.29K +15 +8%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$15.4K +$15K +175 New
FP
407
Financial Perspectives
Minnesota
$12.3K +$86 +1 +0.7%
FDCC
408
Foster Dykema Cabot & Co
Massachusetts
$12K +$11.7K +136 New
PP
409
Pacifica Partners
Canada
$11.6K – – –
BWA
410
BDO Wealth Advisors
Florida
$11.1K -$341K -3,964 -97%
Commonwealth Equity Services
411
Commonwealth Equity Services
Massachusetts
$11K +$592K +6,893 +6%
CAM
412
Costello Asset Management
Pennsylvania
$10.5K – – –
TLA
413
Tanglewood Legacy Advisors
Texas
$9.13K – – –
NHT
414
New Hampshire Trust
New Hampshire
$9.04K – – –
National Bank of Canada
415
National Bank of Canada
Quebec, Canada
$8.79K – – –
LC
416
Lindbrook Capital
California
$8.78K – – –
NFSG
417
Newbridge Financial Services Group
Florida
$8.16K – – –
HCM
418
Hollencrest Capital Management
California
$6.35K – – –
CWA
419
Clearview Wealth Advisors
Oregon
$4.56K – – –
HCP
420
Hexagon Capital Partners
Arkansas
$3.16K – – –
HI
421
Horizon Investments
North Carolina
$2.63K +$2.58K +30 New
AWM
422
Abound Wealth Management
Tennessee
$1.14K – – –
KM
423
Kalos Management
Georgia
$1.05K +$1.03K +12 New
PMFA
424
Plante Moran Financial Advisors
Michigan
$878 – – –
AFS
425
Annapolis Financial Services
Maryland
$878 +$859 +10 New
15 16
17
18 19

SUSA Hedge Fund Activity: Q1 2023 in Review

428 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2023, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSA positions and 29 closed out — a net gain of 11 holders — while 147 added to existing stakes and 136 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $50.8M.

  • 428 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2023, down from 429 in Q4 2022.
  • Funds reported $1.9B of iShares ESG Optimized MSCI USA ETF stock for Q1 2023, down 22% quarter-over-quarter.
  • 40 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2023 and 29 closed out, a net change of +11 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2023 was B. Riley Wealth Advisors, an estimated $4.15M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2023 was Bank of America, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2023.